Track Activities Together in Salesforce Classic | Salesforce
Track Activities Together in Salesforce Classic
You can track events, tasks, calls, and emails—collectively called activities—in lists, calendars, and reports. Track all activities on an account to get a complete picture of the preparation, follow-up, and other planned and completed work associated with the account. Activities share many fields, such as subject, contact name, and related record.
Available in Salesforce Classic in: All Editions Except Database.com
User Permissions Needed
To create tasks and log calls
To create events
To send email
Activities List Views
Salesforce provides several list views of activities. You can also define your own.
Shows events and tasks that you can view. In Personal Edition, the All Activities list view shows all your activities.
Shows events and tasks that you own.
My Delegated Activities
Shows activities that you created but that are owned by someone else.
Assigning multiple Salesforce users to an event or task is like delegating that activity to those users. The My Delegated Activities list view also shows activities for all assignees, even if you still own that activity. In the list view, the invited user appears as the person assigned to the activity, but the activity’s detail page shows you as the assignee.
My Team’s Activities
Shows activities owned by users who report to you in the role hierarchy. For your convenience, your team’s activities are converted to your time zone.
Other Lists of Activities
Open Activities Related List
The Open Activities related list on a record displays all future events and open tasks related to a record.
Activity History Related List
The Activity History related list of a record displays all completed tasks, logged phone calls, saved interaction logs, expired events, outbound email, mass email, email added from Microsoft® Outlook®, and merged documents for the record and its associated records.
The Console tab lets you find, view, and edit activities and their related records on one screen.
Standard and Custom Activities Reports
You can run various reports to get insight into the progress and history of your accounts and deals. If your Salesforce admin has enabled Shared Activities, you can run certain standard or custom reports. These reports display details about events, tasks, calls, and emails, and their related contacts, accounts, opportunities, and other associated records.