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Next Steps: Activity Management
This webinar will begin 1 minute after the hour
Natalie Vaynberg, Success Content [email protected]
Success Content Specialist
Natalie Vaynberg
Your Guides
Manager, Customer Adoption Programs
Anne Crawford
Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995
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Webinar Logistics
● Post your questions in the GoToWebinar panel during the webinar
● We’ll post the slides and a recording in the Getting Started group in the Power of Us Hub
● A Trailmix is available for additional learning
● Visit the System Administrators groups in the Power of Us Hub for more information
● Topics to Follow: #Activities
Questions, answers and staying in touch
What we’ll cover todayAgenda
Review the Activity FunctionalityUnderstand what is included in the Activity object and how you can parse your Activity Timeline
Activities: TasksReview what we mean when we talk about Tasks and how to best utilize this feature
Activities: Events and CalendarsLearn how to utilize the Events and Calendars portion of the Activities object
Additional FunctionalityLearn how you can log calls and sync with Gmail or Outlook to make your Activities timeline even more robust
Q&AOpen time for questions
Review the Activity Timeline
Useful Definitions
Term Definition
Activities The Activities object in Salesforce encompasses Tasks, Events and Calendars
Activity TimelineThe Activity Timeline is a lightning component that allows you to see a scrolling timeline of all tasks, events, logged calls, and sent emails for any given record
TaskAn assigned action that needs to be completed. Tasks can have specified due dates and statuses
EventCalendar event scheduled for a specific date and time. Events can be actual events or just a hold on the calendar for a specific action
Activities Considerations
● Create predefined Activity values for easy user selection
● Enable shared activities to relate multiple users to an event
● Salesforce automatically archives events and closed tasks that ended 365+ days ago
● Access to other users’ activities is managed by:
○ Role
○ Sharing Model
● Integrate with Gmail or Outlook to log email interactions
Predefined Values
Activity Timeline: A Closer Look1
2
3
4
Activities: Tasks
Task Considerations
● Tasks can be created for people or groups
● Bulk create recurring tasks
● Delegate tasks or create follow-up tasks
● Tasks can be displayed as a Split View, List View (Table), or Kanban
Tasks on Your Home Page
Tasks: Split View
Tasks: List View
Tasks: Kanban
Assign Tasks
Re-assigning an existing task
Assigning a new task
Task NotificationsEnable Task Delivery Settings(Setup > Notification Delivery Settings > Activities > Task Assignments/Reminders)
Enable Task Reminders(Setup > Object Manager > Task > Page Layouts > Reminder Set)
Customize Reminders(Settings > Activity Reminders)
Sys Admin End User
Screenshot relevant to demo
It’s Demo Time!
See Tasks in action.
Activities: Events and Calendars
Events Considerations
● Attendees field has to be added to the Events page layout by an admin
● Data from any Salesforce object can be used as an ‘event’ (ex: track Opportunity closing dates by adding them to a calendar)
● Create an event series for recurring events
● Export events to add them to third-party calendars
Calendar
Calendar Considerations● Calendars don’t reflect the business hours selected in personal settings
● You can view up to 150 calendar items total in the day or week view
● You can share your My Events calendar with your manager or other colleagues, but not with personal and public groups
● When sharing your calendar you can specify the level of permissions
○ Hide Details: only availability is shown
○ Hide Details and Add Events: only availability is shown, but coworkers can add events to your calendar
○ Show Details: detailed information about your calendar can be seen
○ Show Details and Add Events: detailed information about your calendar can be seen and events can be added
Screenshot relevant to demo
It’s Demo Time!
See Events and Calendars in action.
Logging a Call
Log a Call
Add Call button to Page Layout in
Salesforce Mobile and Lightning Experience Actions section
Log a Call with Mobile App
View Logged Calls in Past Activities
Three Things You Can Do Today
Start the Trailmix Go to the Power of Us Hub
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