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What are open activities 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 activities in Salesforce events?
These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces. These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on.
How to configure activity timeline and related list in Salesforce?
Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want. If you select the Activity timeline, The Activities will continue to come as it was till spring’19. Your action will come under Activity Component on your record Page.
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:
What is the difference between Outlook and Salesforce events?
These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on. Events, tasks, and calendars in Salesforce are related to records and profiles like accounts, contacts, leads, opportunities, and cases involved in customer servicing.
What is an open activity?
These are activities that allow players to practice skills in an environment that provides external pressures.
How do I view open activities in Salesforce?
0:363:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipBelow the activity tab where you can perform new activities. Now let's say that instead of theMoreBelow the activity tab where you can perform new activities. Now let's say that instead of the activity. Timeline you wanted your activities to appear as a related list on your salesforce record you
What is the difference between tasks and activities 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.
Which activities can you view in the activity timeline?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
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.
How do I close an open activity in Salesforce?
To close a Task from the Task recordClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
Is log a call a task?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
Is an email a task in Salesforce?
Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce.
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 an activity timeline in Salesforce?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
How do I sort activity history in Salesforce?
But, we have a workaround, here we go:Create Custom Button in Task. Setup - Customize - Activities - Task Buttons, Links, and Actions. ... Add Custom Button into Account or Contact or other object page layout. Edit the Layout, scroll to Related Lists and look for Activity History.Save the Page Layout and Done.
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 is Activity tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
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.
How do I query activity history in Salesforce?
Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.
How do I create an Activity History report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click 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.More items...
Open Activities and Activity History Related List in Lightning Experience
As migrating to Lightning from Classic, You will get confused with the way task, event and log a call are different in Lightning.
Approach-1
Summer 19 comes with a feature where you can configure the activities view on record pages. Steps to follow:-
Approach-2
Salesforce has given you a standard component called Related List Single. All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Once done, Save the page and activate it for the users you want.
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.
