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Sales Productivity
Set Up Activities for Your Sales Reps

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Set Up Activities for Your Sales Reps

Optimize the way that your sales reps can manage events, calendars, and tasks.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: All Editions
  • Enable Shared Activities
    With shared activities, users can relate up to 50 contacts (but only 1 lead) to an event or a task.
  • Enable Roll Up of Activities to a Contact’s Primary Account
    When an activity is associated with a contact, the activity is also displayed on the contact’s primary account.
  • Enable Activity Reminders
    Let users set individual preferences for displaying event and task reminders.
  • Customize Buttons on the Tabbed Activity Composer
    If your page layouts have been customized and you don’t see the Log a Call, New Event, New Task, or Send an Email buttons on the tabbed activity composer, you can add them. Just add the appropriate buttons to the Salesforce Mobile and Lightning Experience Actions section of page layouts.
  • Control Access to Activities
    Disable the Access Activities permission so users, such as guest users in Experience Builder sites, don’t have access to any tasks, events, and emails. That way, your reps and agents can be sure that their work remains private.
 
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