Go to Page Layout of each record of each custom object : edit the lay out. Go to related list. Add two related list and those are Activity History and Open Activities
Table of Contents
What are activities in Salesforce?
Relate Multiple Contacts to a Single Event or Task
- Your reps can relate an event or task to up to 50 contacts. …
- Each contact shows its related events and tasks under Open Activities and Activity History, alongside other contact details.
- On an event or a task, reps see the names of all contacts related to that activity, alongside other details.
How to create big objects in Salesforce?
Defining a Custom Big Object’s Index
- An index must include at least one custom field and can have up to five custom fields total.
- Custom fields included in the index must be marked as required.
- Long Text Area fields can’t be included in the index.
- The total number of characters across all text fields in an index can’t exceed 100.
- Once you’ve created an index, you can’t edit or delete it. …
What is Salesforce activity?
Salesforce Cloud Services
- Sales Cloud: It is one of the most essential and popular products of Salesforce. …
- Marketing Cloud: Marketing is crucial when it comes to running a business. …
- Analytics Cloud: This enables users to create a highly visually appealing dashboard of the available data. …
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
How do I give access to activity objects in Salesforce?
Control Access to ActivitiesFrom Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select or create a permission set, and then open System Permissions.Based on your user license, update the permission set.More items…
How do I see my activity in Salesforce?
View Your User Activity in Marketing Cloud IntelligenceTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. … Apply filters to change the data displayed on the page.
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.
Who can see activities in Salesforce?
Only the activity owner (label as Assigned To), and users above the activity owner in the role hierarchy can edit and delete the activity. Users with Read access to the record to which the activity is associated (Name and Related To) can view and report on the activity.
Where is Activity 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 find activity reports in Salesforce?
Create a User Call Activity Report in SalesforceClick 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.Click the Date filter and select a date range to report on and click Apply.More items…
What is WhatId and WhoId in Salesforce?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
How do I add an activity in Salesforce?
From Setup, enter Actions in the Quick Find box, then select Global Actions | New Action. From Setup, on the Object Manager tab, select an object, then select Buttons, Links, and Actions | New Action….Create Your Own Activity ActionsLog a Call.Send Email.Create a Record.Update a Record.
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.
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.
Are activities private in Salesforce?
Activities are private by default. This means that only the owner of the Activity record or a user with View All permissions can see them. The View All permission cannot be targeted to specific objects, so typically only System Administrators have the View All enabled permissions available.
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.
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 a broken permission dependency in Salesforce?
A broken permission dependency exists if the child entity has permissions that the parent should have. Salesforce updates the parent entity for a broken permission dependency on the first save action for the profile or permission set. …
What is object permission?
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles.
