Slaesforce FAQ

how to view other user activities salesforce

by Miss Laurence Corwin Published 2 years ago Updated 1 year ago
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Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities. Actually just to clarify you cannot see "All" a users activity.

Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.Mar 16, 2016

Full Answer

What is monitor user activity in Salesforce?

Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.

What are Salesforce activities?

Salesforce Activities track the interactions your users have with prospects and customers through various communication channels. These are either Salesforce Tasks or Salesforce Events records. “Activity” appears in the Object Manager in every Salesforce org, which means that every Salesforce customer can leverage them.

Is there a way to see all user activities?

There you can see all the user activities. Actually just to clarify you cannot see "All" a users activity. Here is a list of the "Settings" changes that a user can be tracked by in the Setup Audit Trail.

How do you track interactions between users and prospects/customers in Salesforce?

It’s ‘best practice’ to track the interactions between your users and prospects/customers – the two branches of Salesforce Activities (“Tasks” and “Events”) make this possible, but it’s equally important to understand the differences between these object types.

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How do I view someone else's task in Salesforce?

If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.

Can you track user activity in Salesforce?

With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.

Who can see activities in Salesforce?

Only the activity owner (label as Assigned To), and users above the activity owner in the role hierarchy can edit and delete the activity. Users with Read access to the record to which the activity is associated (Name and Related To) can view and report on the activity.

How do I see all activity in Salesforce?

You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007.

How do I track actions in Salesforce?

9:0743:06Effectively Using Salesforce Activities - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you were to go open this up you can actually look at different ways but the split view is veryMoreIf you were to go open this up you can actually look at different ways but the split view is very handy because as I go through here. And I click on these I can look and see the detail of the task.

Where can the administrator view a user's login history in Salesforce?

You can download the past 6 months of user logins to your Salesforce orgs and Experience Cloud sites. This report includes logins through the API. From Setup, in the Quick Find box, enter Login History , then select Login History.

Are activities private in Salesforce?

Activities are private by default. This means that only the owner of the Activity record or a user with View All permissions can see them. The View All permission cannot be targeted to specific objects, so typically only System Administrators have the View All enabled permissions available.

How do I give access to activities in Salesforce?

Control Access to ActivitiesFrom Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select or create a permission set, and then open System Permissions.Based on your user license, update the permission set.More items...

How do I see activity history in Salesforce lightning?

In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.

Where can a user view the completed tasks and past events for an opportunity?

Answer: A, B Explanation: Completed tasks, past events, and sent emails are tracked in the Activity History related list for a record. Tasks and events that have not yet completed are tracked in the Open Activities related list. In addition, activity reports allow users to analyze tasks and events.

What is audit trail in Salesforce?

Audit Trail allows security admin users to view Marketing Cloud access and activity records. Receive Audit Trail records either through Marketing Cloud Automation Studio data extracts or through REST API extracts. Retrieve Audit Trail information periodically for use in your own internal system tools.

How do I find audit history in Salesforce?

To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.

Tasks and events in Salesforce

Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.

What is permission set?

Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

How do roles mimic teams?

Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.

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