Required Editions.
- At the top of a Salesforce page, click your image.
- Select Settings.
- In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.
- Select a default activity view.
- Click Save.
- At the top of a Salesforce page, click your image.
- Select Settings.
- In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.
- Select a default activity view.
- Click Save. Note If your record page doesn’t show the view you select, refresh the page.
Table of Contents
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.
What are the activities reports in Salesforce?
Activities Reports Enable Shared Activities Create Tasks in Bulk for Multiple People in Salesforce Classic Activity Reminders and Notifications in Salesforce Lightning… Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities
How do I access the activity list view?
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 integrate Einstein activity capture with Salesforce Lightning sync?
Move Your Settings from Lightning Sync to Einstein Activity Capture Access Migrated Configurations and Add Einstein Activity Capture… Prepare Salesforce for Lightning Sync Assign Einstein Activity Capture User Permissions Event Field Sync Manage Lightning Sync Users Security Measures Specific to Your Connection Method Manage Your Syncing Contacts
How do I customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity…From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. … If you’re creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items…
How do I turn on activity history in Salesforce?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. 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.
Why is activity history not showing in Salesforce?
Note: Activity History may not show in the “Related Lists” Standard Lightning Page Components if Activity Timeline is enabled but it is possible to include the “Open Activities” and “Activity History” related list by adding a “Related List – Single” component for each and setting either “Open Activities” and “Activity …
What is Default activities view Salesforce?
Choose a default for how activities display on record pages in Lightning Experience. The views focus on different information and behave differently. Users can change their view preference in their personal settings.
How do I view activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don’t see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
How do I add an Activity tab in Salesforce lightning?
You need to check if the Activity Timeline is set up as the affected user’s Default Activities View….Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
How do I log an activity in Salesforce lightning?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
What is activity object 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 activity history 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.
How do I turn off activity timeline in Salesforce?
You can choose to disable Activity Timeline on the app for all users by adding a connected app custom attribute. In Setup, enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify.
Which activities can you view in the activity timeline?
Overview. In the Timeline View, users can log Activities, such as Updates, Calls, Meetings, and Emails, along with notes from their customer interactions. The Timeline view is automatically visible to users, but Admins can customize the layout for each of the activity types.