Table of Contents
What is Salesforce activity history?
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 activities work in 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.
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.
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.
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.
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 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 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…
How do I sort activity history in Salesforce?
Can we sort Salesforce Activity History?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.
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 see activity timeline?
0:023:00Salesforce Activity Timeline or Activities Related List – YouTubeYouTubeStart of suggested clipEnd of suggested clipAs well as completed tasks and activities such as a call that i logged previously today this is theMoreAs well as completed tasks and activities such as a call that i logged previously today this is the activity timeline it appears. Below the activity tab where you can perform new activities.
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…