How do open activities in salesforce change

Steps to follow:-.

• Click on setup and search for Lightning Experience Transition Assistant.
• select Lightning Experience Transition Assistant.
• You will see this on your screen:-.
• Click on Go to steps under Roll out Phase.
• You will see as below:-.
• Click on Implement Lightning experience features, It will expand the section as below:-.
• 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 …

Full
Answer

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.

How do I edit an activity in Salesforce lightning experience?

From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.

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.

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 change activity view in Salesforce?

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.

How do I turn on activities in Salesforce?

From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.

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.

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.

Is there an activities tab in Salesforce?

In Salesforce Classic There is no Activity tab. Activities can be created and tracked from related record. In lightning Experience Task list view is available, Tasks can be created from the list view.

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.

Where is open activities in Salesforce?

0:033:00Salesforce Activity Timeline or Activities Related List – YouTubeYouTubeStart of suggested clipEnd of suggested clipBelow the activity tab where you can perform new activities.MoreBelow the activity tab where you can perform new activities.

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 open an event in Salesforce?

In the sidebar in Salesforce, in the Create New drop-down list, select Event. On the Open Activities related list, click New Event or New Meeting Request. Salesforce automatically relates the event or meeting request to the record. On the detail page of an event that you’ve invited one or more people to, click Clone.

How do I edit 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…

What is an event in Salesforce?

An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.

When can we enable activities on required objects?

We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.

Can you create a follow up task in real time?

In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.

What is open activity history?

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 Lightning component in Salesforce?

In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created. The activity timeline will show the task and events yet to come in the section called Next step while closed one in Past activities section.

How to add related list single to Lightning page?

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.

What is the first thing you notice on your calendar?

The first thing you notice is the Calendar tab, making it easy to get to your schedule.

Why do we need shared calendars?

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.

What is mass email in Salesforce?

You’ve used group emails—called Mass Email in Salesforce Classic—to reach many customers at once.

Does Salesforce email fill in to address?

As you can see in this screenshot of the email composer, just like Salesforce Classic, when you send an email from a record, it fills in the To address for you. If a Person Account has an email address, it’s also filled in automatically—but only in Lightning Experience.

Can you add multiple calendars to Lightning Experience?

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.

Is there a task tab in Salesforce?

There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.

Is the activity timeline your best friend?

In either case, the activity timeline is your best friend.