View the Activity Timeline on the associated records. Click the Calendar tab from the app menu. View the Today's Tasks and Today's Events components on the Home tab. If these views do not provide the level of information necessary, it is possible to view Tasks and Events using a list view or separate tab. Resolution In Salesforce Classic
Full Answer
How do I edit the Salesforce activities data model?
Go into Salesforce Object Manager, and you will see all three in the list: Activity, Tasks, Events. However, when looking at the Salesforce Activities data model, you will only see two featured: Tasks and Events. Here’s a table that outlines where you need to go to create/edit the following configuration:
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. 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: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
How to track all user activities by using Salesforce report?
I would like to track all the user activities by using salesforce report. as simple as i would like to track the user daily activities including with Login time and logout time date. your answer is highly appreciated. Go to Setup->Administrative Setup->Security controls->View Setup Audit trail.
What are Salesforce activities?
By using salesforce activitieswe can track all the tasks and events that are scheduled or involved in acquiring, selling, and servicing customers. What is a task in salesforce ? A task is an activity in an organization that needs to be completed. A task may not have any specific time period or time duration for completion.
How do I find activity reports in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
How do I see daily activity in Salesforce?
View Your User Activity in Salesforce DatoramaTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.
Can you report on activity history in Salesforce?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
How do I see activity in Salesforce lightning?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
How do I get activities in Salesforce?
0:382:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipAnd events in a calendar. View just click on the calendar tab from the app. Menu. You can also seeMoreAnd events in a calendar. View just click on the calendar tab from the app. Menu. You can also see tasks and events on your home tab click on the home tab and scroll down to view the events and tasks
How do I make an activity report?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
How long do activities stay in Salesforce?
Activities Get Archived Consider yourself warned. This can be extended to up to 10 years by logging a case. Salesforce will consider extensions beyond the 10-year maximum in very limited cases that have a compelling business reason.
What is an activity report?
What is an Activity Report? Depending on the organizational context, an activity report can go by a number of names: work log, progress report, project update, or status report. Taken as a whole, activity reports are a form of workplace communication that describes, in clear and concise terms, a project's progress.
The Handoff From SDRs to AEs in Salesforce
Today’s question from our LinkedIn Community is a great one for all our Salesforce users out there who are struggling with the SDR to AE handoff process.
Here are Some of the Best Answers From our Group
SDR creates the meeting. If meeting does not occur then the SDR owns it until it does. AE should have defined criteria which allows them to convert the first meeting to an opportunity. Don’t let no-shows skew your numbers….meaning don’t let the setting of a meeting represent an opp.
What do you think are the best ways to track the SDR to AE handoff in Salesforce?
Please jump in the group and let us know your thoughts or leave a comment below!
1. Integrate it properly with Salesforce
When you think about how to integrate a new tool with Salesforce, it's important to have a clear understanding of what you purchased and why it’s important for each role. For instance, SEPs are designed to create a more streamlined and intelligent workflow that's simpler for reps to use than Salesforce.
2. Develop sequences at the management level
It’s not enough to give your team a tool like this and hope it’ll work. An SEP supports a disciplined and data-driven process. Without one, your team won’t be nearly as effective than just sending emails and maybe logging them into Salesforce.
4. Create a Messaging Team
Writing good sales email is a significant challenge every sales org faces. This may fall under sales enablement or marketing, but in my experience, the email messaging support for most sales teams is almost non-existent or it’s way off base. Build out this dedicated function in your org or find 3rd parties to support you.
5. Test, Measure, Improve, Repeat
If you set your team up properly, use a solid Sales Engagement Platform, and have SDR best practices in place, you create the ability to A/B test entire sequences, email messages, and subject lines. Run tests continually, and remember that subject lines and email messaging can get stale quickly.
