Sales reps can use object calendars to display milestones related to specific records, such as opportunities and tasks. For example, Lance has some important opportunities to close this month. He wants to make sure that he’s completing tasks for those opportunities on time and prioritizing his clients effectively.
The activity timeline is available in the Salesforce mobile app for iOS and Android. It’s enabled by default on the supported record types: accounts, contacts, leads, and opportunities. Filter and search aren’t supported on mobile.
Table of Contents
What is the activity timeline in Salesforce mobile app?
The activity timeline is now available in the Salesforce mobile app for leads, opportunities, accounts, and contacts. On these record types, iOS users can view all of the tasks, events, and emails associated with a record in one convenient feed. Those objects listed are the only ones this is available for.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
Is your company still using the Salesforce opportunities tab “as is?
Many companies who still use the Salesforce Opportunities tab “as is”, miss a chance for increased sales productivity that it brings when customized properly.
Why is the activity timeline important for your sales team?
Before we get into the config-y stuff, let’s take a closer look at why the activity timeline is a bedrock of efficiency for your sales team. The timeline organizes all upcoming and recent activities in one place for each of your org’s accounts, contacts, contracts, leads, opportunities, and activity-enabled custom object records.
Which activities can you view in the activity timeline in Salesforce?
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.
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 customize my activity in Salesforce?
Administrators can add up to 100 custom fields to Activities by clicking on the Activity custom field link….Customize the Tasks or Event pagesClick your name | Setup | App Setup | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
How can the activity timeline be used in lightning experience?
With the activity timeline in Lightning Experience, your sales team gets an easier, more efficient way to keep track of current and past activities. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details.
What is an activity timeline?
The activity timeline displays each of the user’s upcoming, current, and past activities.
How do I add a new event to activity in Salesforce?
First, you have to create the field under Activity in the Object Manager and assign it to the event layout. Next, in Setup, type Global Actions in the Quick Find box. There, you will see the New Event action. Click Layout next to the New Event action.
Which three types of Customisation can be done on activities?
Validation Rules.Assignment Rules.Workflow Rules.
Can you add custom fields to events in Salesforce?
The field can be added to both Tasks and Events, or just one of the objects. Once the field is created, you will still need to come back to Activity Custom Fields if you need to make any changes to custom Activity fields.
How do I add a field to an activity history in Salesforce?
In Salesforce ClassicIn Salesforce.com, click Setup.In the Build section, click Customize > Activities. … On the Activities page, click Add a custom field to activities.On the Activity Fields page, you can see all the custom fields you already have.
How do I add an activity to a related list?
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.
How do I create a timeline in Salesforce?
Create a Custom Timeline ViewDownload the icon.From the App Launcher, select Health Cloud – Lightning Admin.Click .Under Options, select Switch to Salesforce Classic.In the App Menu, select Health Cloud – Admin ( ).Click the Documents tab.For Folder, select Health Cloud Assets.Click New Document.More items…
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How to help sales managers reach the next opportunity stage?
To help your sales managers faster reach the next opportunity stage, you need to consider such activities and create a picklist for each stage. For example, to pass from “Qualification” to “Needs Analysis,” a sales manager should complete the following tasks: Hold the first meeting. Generate a list of requirements.
Why use vague notions in picklists?
Using vague notions in picklists has a similar effect as using obscure titles for opportunity stages: they suspend salespeople’s activities and prevent you from closing your deals faster. That is why it’s better to avoid notions that imply multiple actions. 3. Consider the percentage.
Can you set up different sales processes in Salesforce?
ScienceSoft’s advice: In Salesforce CRM, you can set up different sales processes for each type of sales you make. Thus, if you come up with a new product or service offering, you can work out an individual sales process for it and create corresponding opportunity stages with their own percentages.
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 shared calendar?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule. When a coworker views your calendar, the details they can see are determined by the default access level.
What is Lightning Experience?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. And it’s easy to keep these templates up-to-date.
Can you add multiple calendars at the same time?
Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars. Shared calendars make it easy to see when events overlap.
