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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 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 are tasks and events in Salesforce?
Tasks are a “point in time” (no duration) record of an activity, such as a logged call, a reminder, an email, etc… It can be in the future and they also have due dates and statuses (not started, completed, etc…). Events have a start and end time, which tasks do not.
How do I get activities in Salesforce?
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: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T.
How do I count activities in Salesforce?
While this may not be accomplished with standard functionality, you could create an Apex Class and two Apex Triggers (one for Events and one for Tasks) in order to count the number of Activities on a given Record.
What is difference between task and activity?
Most people think these two words to be similar as they appear to have similar meanings. However, these are two words that come with different meanings. While the term “task” means “a piece of work to be undertaken or done” or simply “work,” “activity” means “some event or some happening.”
What are open activities 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.
What is Activity tab in Salesforce?
When you click that icon, you go to a activities page that has standard views that Salesforce has created for you. You can see your own activities (tasks and events) and also your delegated activities. Delegated activities are those which you have created but have assigned to someone else.
Is activity an object in Salesforce?
First there are 2 primary “native” Salesforce activity objects. Task and Events. These can be queried individually OR via a “View” called ActivityHistory. These Activities can be reported against in Reports both Classic and Lightning.
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.
Can you report on activities in Salesforce?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
Is there a user activity report in Salesforce?
See the total active users in your account broken down by a time period, workspace and/or dashboards. To 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.
How do I create a user 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…
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.
How to enable shared activities in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
Why is Maria important in Salesforce?
That’s because events and tasks often apply to more than one contact.
What is Lightning Experience?
Lightning Experience helps reps get prepared for any meeting and know which task is the highest priority right now.
