What is an event in salesforce

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Events in Salesforce Lightning – Introduction

  • Web page loaded is an event
  • Clicking of a button is an event
  • Changing text in an input field is also an event

In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.

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Answer

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.

What are the lightning events in Salesforce?

  • Salesforce Lightning Events Part 1 – Component Events Introduction
  • Salesforce Lightning Events Part 2 – Building Component Events
  • Salesforce Lightning Events Part 3 – Bubble and Capture Phase
  • Salesforce Lightning Events Part 4 – Understanding Container Components
  • Salesforce Lightning Events Part 5 – Application Events Introduction

More items…

What are trigger events in Salesforce?

Use platform events in the following cases:

  • To send and receive custom event data with a predefined schema
  • To publish or subscribe to events in Apex
  • For the flexibility of publishing and processing events on and off the Salesforce platform

What are the opportunities in Salesforce?

  • Opportunities may have quotes, proposals and orders.
  • Using Opportunities we can forecast sales in an organization.
  • Opportunities are one of the most widely used and heavily customized objects on the platform.

More items…

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Whats the difference between a task and an event 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.


What is an event in lightning?

A component event in the lightning component is an event that is fired by another lightning component. A component event can either be managed by the component itself or it can be managed by any of another component that is already present in the hierarchy that gets that particular event.


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.


Where is event in Salesforce?

If you create an event in the feed for a record such as a contact, Salesforce automatically relates the event to the record. In the sidebar in Salesforce, in the Create New drop-down list, select Event. On the Open Activities related list, click New Event or New Meeting Request.


What are event types in Salesforce?

These event types provide more granular visibility in user behavior on Lightning by separating user data into four distinct categories: Lightning Errors, Interactions, Page Views, and Performance.


How many types of events are there in Salesforce?

There are two types for events: Component Event. Application Event.


What is meant by event and activity?

An event is a specific instant of time, which makes the start or end of an activity. Event consumes neither time nor resources. Activity. An activity is the actual performance of the task and requires time and resources for its completion. It is the work required to complete a specific task.


Can I change an event to a task?

When creating an Event, you can select making a Reminder or Task instead.


What are tasks in Salesforce?

Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.


What is event record in Salesforce?

Event records have standard fields for tracking and recording event details. In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.


How many events are in lightning component?

Salesforce Lightning Events are broadly classified into four: System Events. Lightning Application Events from library. Application Events.


Is event a standard object in Salesforce?

Event records have standard fields for tracking and recording event details. These standard fields for tracking and recording event details are available in Lightning Experience. These standard fields for tracking and recording event details are available in Salesforce Classic.


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 fundraising event?

Fundraising Events. Fundraising events are an engaging and profitable way to raise money for nonprofits, universities, churches, and other organizations. When you plan your fundraisers within your Salesforce CRM, you’ll automatically have access to all the data you need to plan an event that appeals to supporters.


What is the best event management software?

This means the application was built to work with the Salesforce system exclusively, ensuring that all data stored within your Salesforce CRM will automatically connect to your event management app.


What is Salesforce native app?

Using a Salesforce native app means seamless data transfer, up-to-date information, and no manual data entry. How can you plan events on Salesforce?


What is a microsite in event management?

A microsite is ideal for promoting your event. You can post all relevant event information in one location and accept registrations or sell tickets, too.


What is native Salesforce?

A native Salesforce app can help your organization plan events in a more effective way. We’ll walk you through what it means to be native to Salesforce so you can make the best event app selection.


Why do you send a survey before an event?

Sending a guest survey before the event can help you gauge attendee expectations, preferences, and goals. If you send your survey early enough, you can use that data to plan an event in line with your audience’s objectives.


How to keep guests on track at an event?

Keep guests on track throughout your event by communicating with them via text message! You can send out important event information (such as scheduling updates or cancellations), promote upcoming sessions or speakers, and remind guests of where the main attractions are taking place. Elevate your events!


What is a calendar event in Apex?

Calendar Events. A calendar event is an appointment or meeting that you create and view in the user interface.


What is generic event?

Generic Events. Generic events are custom events that contain arbitrary payloads. With a generic event, you can’t define the schema of the event.


What is Event Monitoring?

Like Real-Time Event Monitoring, you can use Event Monitoring to track user activity, such as logins and running reports. Unlike Real-Time Events, Event Monitoring doesn’t send real-time notifications. Instead, it stores user activity in a log that you can query. Transaction Security Policies.


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.


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?

Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. 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.


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.

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