Some of the activities are listed below:
- Salesforce administrator is responsible for adding new users, monitoring system permissions over users to restrict or provide data access and changing the current accounts.
- It is the job of salesforce administrator to remove any replicate contacts through bulk updating or by combining them.
- Salesforce administrator is also accountable for changing and developing the setup menu of the salesforce system by altering the page layouts and establishing the new assignment rules.
Table of Contents
What are actions in Salesforce?
You’ll find your standard and custom actions in Salesforce on:
- The record highlights panel
- Activity component
- Chatter component
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 to use Salesforce activities and tasks?
To create a new task:
- 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.
- Input the task details. There are numerous task details which should all be understood differently. …
- Click on Attach files on the Attachments related list to attach files. …
- Specify the priority and status of the task created.
What are Salesforce tasks?
Salesforce activities include standard objects like tasks, events, and calendars.These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces. These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on.
What activities can you track in Salesforce?
Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports. Review additional considerations for activities.
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.
What is activity 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.
Is activities an object in Salesforce?
Rather, Activities are the parent for Salesforce Task Objects and Salesforce Event Objects. You can find Activities under the My Tasks tab on your Salesforce Homepage. Activity History is also available under related Standard Salesforce Objects like Contacts, Leads, Campaigns, Opportunities, and Contracts.
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.
Is log a call a task or event?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
How do I create an activity in Salesforce?
Beta ProgramEnter a name in the Search bar for the record to which you want to link the task and click the Search button. … Click the name of the record you want. … Select Create New Task from the sidebar or click the New Task button on the Open Activities related list of a record, as shown. … Fill in the relevant fields.More items…•
What is WhoID and WhatID activities?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID. WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID.
What is lead activity Salesforce?
Use the Lead activity to create or update a lead record in the Sales and Service Cloud for each contact that reaches the activity. This legacy activity may appear in old journeys but is no longer available as an option for new journey activities.
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 the difference between task and event?
An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.
What is task and event in Salesforce?
As per salesforce definition: An event is a calendar event scheduled for a specific day and time.Examples of events are: 1) Meetings. 2) Scheduled Conference Calls. A task is an activity not scheduled for an exact day and time.
Why don’t salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does “log a call” mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What is a new task?
A New Task, any activity for that matter, can, and should, in fact, be related to numerous objects. For example – when a sales rep is working on an Opportunity, and creates a New Task, that Task can be related to the Opportunity, as well as the Contact, or Contacts that they are working with, and lastly the Account.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
