Salesforce activitiesare of different types they arescheduled calendar, events and tasks. Salesforce activitiesare similar to the activities in Microsoft outlookandGoogle applications. Generally activities in salesforce are used to schedule events, inviting people to a function, adding certain task to an employand so on.
How to use Salesforce activities and tasks?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
What are Salesforce tasks?
Salesforce activities include standard objects like tasks, events, and calendars.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.
What are actions in Salesforce?
You’ll find your standard and custom actions in Salesforce on:
- The record highlights panel
- Activity component
- Chatter component
How to do in Salesforce?
Salesforce has over 35 certifications that span a number of different products, disciplines, as well as experience levels. Getting a Salesforce certification will be a requirement for most jobs, and at a foundational level, the best cert to aim for is the Salesforce Certified Administrator.
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What is 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 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.
What are tasks and events 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.
What is activity management in Salesforce?
Activity Management allows you to see your own activity as well as the activities of the people who are below you in the role hierarchy in Salesforce.
How do I count activities in Salesforce?
While this may not be accomplished with standard functionality, you could create an Apex Class and two Apex Triggers (one for Events and one for Tasks) in order to count the number of Activities on a given Record.
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.
What is difference between task and activity?
While the term “task” means “a piece of work to be undertaken or done” or simply “work,” “activity” means “some event or some happening.” A task can be said to be any activity that is done with a particular purpose.
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 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 lead activity Salesforce?
Use the Lead activity to create or update a lead record in the Sales and Service Cloud for each contact that reaches the activity.
What is Activity Management in CRM?
Activity management in CRM is used to administer the activities assigned to employees in an organization. The data in an activity is a very important source of information for all the employees that are relevant for that information. Activities in CRM are used to record sales activities.
What is activity timeline 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.
Is there an activities 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 add an activity type in Salesforce?
SetupNavigate to Salesforce.com and click on Setup in the top right corner.Click Customize.Click Activities.Click Task Fields.Click Type.You are now at the Task Type Picklist. Make sure there isn't a 'Default' selected.Make sure there's a Type value listed for Email, Call, and Reply.
How do I query an activity object 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 enable activities on a custom 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.
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.
Why don't salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does "log a call" mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What is a new task?
A New Task, any activity for that matter, can, and should, in fact, be related to numerous objects. For example – when a sales rep is working on an Opportunity, and creates a New Task, that Task can be related to the Opportunity, as well as the Contact, or Contacts that they are working with, and lastly the Account.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
