An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Event talks about “where” and has a start and end date/time Log a Call, Send an Email.
Full Answer
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.
What is the difference between custom and generic events in Salesforce?
Custom platform event fields are defined in Salesforce and determine the data that you send and receive. Apps can publish and subscribe to platform events on the Lightning Platform or in external systems. Generic events are custom events that contain arbitrary payloads. With a generic event, you can’t define the schema of the event.
When is a meeting 'completed' in Salesforce?
It has a date, start time and end time. And it is usually logged in Salesforce prior to its occurrence, and then Salesforce considers it 'completed' at the start time of the meeting. (a little odd, perhaps, as its not really 'completed' until the end time, but we quibble). Log a Call is a great feature for sales people to use.
What is a Salesforce activity?
As stated above, a Salesforce Activity is a general term encompassing either a Task or an Event. Simple enough, right? But technically, there are actually 4 distinct Salesforce Activities. Event to Salesforce is what we just consider a meeting. Like you put on your Outlook calendar. It has a date, start time and end time.
Is call a task or event in Salesforce?
The 'Log a Call' button creates a completed task or activity record for your Users to document communications.
Is log a call a task or event?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
What is the main difference between a task and a call in Salesforce?
Generally, a task is something you are scheduling for yourself or someone else to do in the future. Logging a call allows you to quickly add informaiton for a completed task, as well as (optionally) create a task that you plan to complete in the future.
What is considered an activity in Salesforce?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
What is difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
How do I record a call in Salesforce?
Enable call recordingLogin to your Salesforce account.Select Task Page Layouts under Activities.Drag the Call Recording field on your Task Layout.Click Save.
What is the difference between task and event?
An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.
What is a new event in Salesforce?
New Events in Salesforce. Like New Tasks, New Events are forward looking activities. And while Tasks represent “To Do's”, Events really represent scheduled meetings. They're very similar to an Outlook Calendar meeting.
What object is log a call in Salesforce?
It is a record of a Task object.
What is an event in lightning?
A component event is an event that is fired by a lightning component. A component event can either be handled by the component itself or it can be handled by any other component which is present in the hierarchy that receives the event.
How do I create an event in Salesforce?
Follow these steps to create an event in Contact Builder.Click Data Designer.Click Events.Choose Create Event.Enter a name for the event in the Name field.Enter a value in the Event Key field. ... Enter information about the event in the Description field.Click Edit Icon.Click an icon that represents the event.More items...
How do you log a call in Salesforce lightning?
1:112:33How to Add the 'Log a Call' Button to Document and Save the ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on log a call enter a subject and comments select a contact from the drop-down menu and clickMoreClick on log a call enter a subject and comments select a contact from the drop-down menu and click save the log a call activity will show on the chatter.
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 a group event in Salesforce?
1 (Group event)—An event with invitees. 2 (Proposed event)—An event created when a user requests a meeting with a contact, lead, or person account using the Salesforce user interface. When the user confirms the meeting, the proposed event becomes a group event.
How often can you schedule recurring events in Salesforce?
For both Lightning Experience event series and Salesforce Classic recurring events, when a series repeats every day, month, or year, you can only schedule occurrences one time per day, month, or year.
What is a calendar event in Apex?
Calendar Events. A calendar event is an appointment or meeting that you create and view in the user interface.
What is generic event?
Generic Events. Generic events are custom events that contain arbitrary payloads. With a generic event, you can’t define the schema of the event.
What is Event Monitoring?
Like Real-Time Event Monitoring, you can use Event Monitoring to track user activity, such as logins and running reports. Unlike Real-Time Events, Event Monitoring doesn’t send real-time notifications. Instead, it stores user activity in a log that you can query. Transaction Security Policies.