How to track sales activity in salesforce


Create a Key Activities report to identify which tasks sales reps are doing most frequently. Create a Win Rate report to spot the high-performing sales reps. Add the new reports to dashboards so you can analyze win rates and key activities.


Table of Contents

How to monitor user activity in Salesforce?

User Activity Monitoring in Salesforce

  • Security. The average cost of a data breach is $3.92 million. …
  • Compliance. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
  • Usage and Adoption. User activity monitoring insights can also reveal how users interact with Salesforce. …
  • Performance. …
  • Salesforce Shield: Event Monitoring. …

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to use Salesforce activities and tasks?

To create a new task:

  1. Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
  2. Input the task details. There are numerous task details which should all be understood differently. …
  3. Click on Attach files on the Attachments related list to attach files. …
  4. Specify the priority and status of the task created.

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How to create an email activity report in Salesforce?

Sending and Logging Email Alerts As An Activity: Here’s Our Solution!

  • The Solution is a Free App! Salesforce has the ability to log emails sent using Apex code. …
  • Extra Benefits. The app also opens up other possibilities beyond just logging the activity. …
  • Use Cases. …
  • See the sent email in the activity feed

How do I track sales in Salesforce?

Use the performance chart on the Home page in Lightning Experience to track your sales performance or the performance of your sales team against a customizable sales goal.

How do I track activity in Salesforce?

Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria – just update the records!More items…•

How do I create a sales activity report in Salesforce?

How to create a report in Salesforce LightningStep 1: Identify which Salesforce objects your sales metrics are related to.Step 2: Choose opportunity-related fields you want to display. … Step 3: Add filters to fine-tune your reports. … Step 4: Add chart and run report for testing.More items…•

How do you monitor sales activities?

15 Important Sales Activity Metrics to Track in 2020:Number of Leads Created. … Number of Calls Made. … Number of Emails Sent. … Number of Follow Ups. … Number of Social Media Connections. … Number of Logged Visits. … Number of Conversations. … Number of Discovery Call Summaries.More items…•

How do I create a tracker in Salesforce?

From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.

How do I run an activity report 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…

How do you create an activity report?

0:131:09How to create an activity report – YouTubeYouTubeStart of suggested clipEnd of suggested clipReport select the reports icon from the dashboard. Click in the reports field to select the type ofMoreReport select the reports icon from the dashboard. Click in the reports field to select the type of report to run the options may vary depending on the resource.

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.

How do I create a summary report in Salesforce?

How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.

How do you track customer activities?

Some of the most common ways to track user activity include:Tools like Google Analytics and Search Console.Click tracking (recording which elements on a page users click)Scroll tracking (recording where users scroll on a page)Viewing session recordings of users as they use their site.

How do you manage sales activities?

8 Ways to Implement Sales Activity Management for Your TeamDiscover Which Sales Activities Matter Most to Your Business. … Assign “Balanced” Sales Territories. … Track Your Field Reps in Real-Time. … Empower Reps to Sign Contracts While On-The-Go. … Use a Leaderboard to Track Performance (and Motivate Reps)More items…•

How do I monitor daily sales?

Create a spreadsheet to track sales at your convenience store. Create a column for each day of the week. Use daily sales receipts and enter the amount from each sale into the spreadsheet. Highlight the column of a specific day and click “Formulas,” or a similar command in your software.

How do I track field history in Salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. … Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. … Choose the fields you want tracked.More items…

What is track history in Salesforce?

Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.

How do I report on field history tracking in Salesforce?

After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.

Why Manage Sales Activity?

Almost every growing company uses sales activity as an indicator of how much work sales reps – especially SDRs (or equivalent role) – are doing. It’s fairly common practice to have the number of sales activities (number of emails, number of calls, number of meetings, etc.) tracked and measured against a performance target.

Managing Sales Activity – Who Did It?

Throughout your sales process, you’ll likely have activity going out from multiple people in your organization to the buyer/the buying team.

Managing Sales Activity – When It Happened

By now we all know that the timing of sales activity can make or break a sale.

Manage Sales Rep Activity to Build Healthy Habits That Last

Bringing visibility to sales activity and making it actionable for the sales reps over time will help them to build healthy habits that will help them manage their funnel better and win more deals.

Can you deploy a picklist?

Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.

Do sales reps log activities?

Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.

Why is user activity monitoring important in Salesforce?

User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.

What does it mean when a Salesforce user logs in at odd hours?

Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.

Can you assess Salesforce performance based on Apex events?

You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .

Identify problems and course-correct in real-time

Activity tracking allows you to pinpoint the root of any problems in performance. If your team isn’t on track to meet their goals, you can look at their activities in Salesforce to see where the struggle is originating.

Gain insight into behaviors that lead to success

Comparing the activities of your top performers to the activities of the low performers is an easy way to uncover what activities are resulting in success. Plus, once identified, you can coach the low performers on these successful activities.

Focus on what sales reps have control over

Tracking sales activities in Salesforce gives you a roadmap to successfully hit your goals.

Revenue as the result of sales activities

Effective sales leaders recognize that revenue is a result of sales activities, and understand the cause-and-effect relationship between the two. This understanding is the foundation of activity-based selling: managing sales reps around the activities that lead to sales.

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.



The first question you need to ask is: At what point does someone go from being a lead in Salesforce (see this postfor more information about what a lead is) to being an opportunity? This is your conversion point. Perhaps this is the moment that someone raises their hand and says, “Hey, I’ve got a potential engagement I’d like …

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Opportunity Stage

  • The first field to consider is Opportunity Stage. If customized correctly, this field will give you a ton of insight into what’s happening with a particular sale. You’ll know where this opportunity is in the sales process, what the probability of the sale is, and the next step in the process. And perhaps most importantly, you can use this field to create reports and dashboard components that will s…

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Opportunity Type

  • The second question we need to ask is “what do you sell?” Do you have multiple offerings or services that your customers are buying? Do you want to be able to report on what you’re selling most frequently, or what exactly a certain customer has purchased? This is usually best tracked through the Opportunity Type picklist, which can also be updated to match your business model …

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Contact Roles

  • A Contact Role defines the part that a contact plays in a specific account or opportunity, so you should use contact roles to keep track of who you are working with on a particular deal. Often, the primary contact will be the lead who originally contacted you about the opportunity. However, you can add multiple contact roles to an opportunity and designate their relationship to that opportu…

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Primary Campaign Source

  • The last field I would recommend updating on your opportunity records is Primary Campaign Source. If you’re following our advice, you’re tracking all your higher-level marketing touchpoints using Salesforce’s campaign functionality. If you’re not using campaigns, my blog post next month will go into greater detail about them. You can also find some general information about …

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Other Fields

  • Those are all the really important standard fields to pay attention to on the opportunity record. There are other fields that come standard on the Opportunity object that you might find helpful to use, like Next Step or Description, but that’s up to you. You also might have other things you want to track, and in that case, the sky’s the limit. You have the ability to add any sort of custom field …

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Pulling It All Together with A Dashboard

  • The dashboard is where all the work you’ve done to customize your opportunity object, as well as your commitment to tracking your sales process in Salesforce, will pay off. Here’s a screenshot of the Newfangled dashboard as it exists today. This is dummy data, obviously, but the components are the same. From here, Mark can click on any of these opportunity names and be taken directl…

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