What are activities in Salesforce?
Relate Multiple Contacts to a Single Event or Task
- Your reps can relate an event or task to up to 50 contacts. ...
- Each contact shows its related events and tasks under Open Activities and Activity History, alongside other contact details.
- On an event or a task, reps see the names of all contacts related to that activity, alongside other details.
How to create big objects in Salesforce?
Defining a Custom Big Object’s Index
- An index must include at least one custom field and can have up to five custom fields total.
- Custom fields included in the index must be marked as required.
- Long Text Area fields can’t be included in the index.
- The total number of characters across all text fields in an index can’t exceed 100.
- Once you’ve created an index, you can’t edit or delete it. ...
What is Salesforce activity?
Salesforce Cloud Services
- Sales Cloud: It is one of the most essential and popular products of Salesforce. ...
- Marketing Cloud: Marketing is crucial when it comes to running a business. ...
- Analytics Cloud: This enables users to create a highly visually appealing dashboard of the available data. ...
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
What object is activities 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.
Is activity history an object in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
What is an activity in Salesforce?
Activities are the events and tasks that your sales reps manage in Salesforce. Lightning Experience helps reps get prepared for any meeting and know which task is the highest priority right now.
What is the difference between task and activity in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I add an activity to an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
What is open activity and activity history in Salesforce?
Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history will let you Log a call or send an email. Also, both the related list shows the record created by users.
What are the standard Salesforce objects?
Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc.
What is Activity tab in Salesforce?
Sales / Sales Productivity. We need an activity tab to make it easy for users to go to their activities and create views. It is somewhat obscure to have to go to the Home page, click on the link under the calendar to Activity Views to see your activities in total. Follow.
How do I get activities 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. Tasks: https://orgdomain.salesforce.com/00T.
Can we query on activity object in Salesforce?
Activities Custom fields is one common place for creating custom fields for both Tasks & Events.. you can also run queries on OpenActivities object related to a particular object (like Lead, Account..)
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.
How long do activities last in Salesforce?
In order to provide an optimal reporting system, Salesforce automatically archives activities Events with an end date greater than 365 days ago. For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago.
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.
