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Considerations for Enabling Shared Activities
If you enable Shared Activities, or if it’s enabled by default in your Salesforce org, you can’t disable it.
Required Editions
| Available in Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- If a Visualforce page uses the standard controller to display Shared Activities events, use API version 26.0 or later.
- If a task or event is related to a lead, you can’t relate the activity to additional contacts.
- When more than one contact is related to an event, activity reports don’t show child events to that event if they’re assigned to users who aren’t below you in the role hierarchy.
- If you enable Shared Activities, then an activity is also related to each contact’s primary account.
- If you enable Shared Activities, the last activity date on account records is based on the activities that roll up to the account via the Related To field. However, if the Related To field is blank, the activities are based on the primary contact’s account. The last activity date for contacts and leads is based on only the activities where the contact or lead is the primary contact on the activity.
- If you enable Shared Activities, users must designate one contact as the primary contact on the activity. If you delete the primary contact, the next contact on the activity’s related list becomes the new primary contact. Or you can manually edit the activity to select a primary contact. Lists and reports display primary and secondary contacts differently.
- Keep in mind that if you enable Shared Activities and you delete an activity such as a task or event, the WhatId and WhoId fields on the activity record are empty. If you undelete the activity, the values in the WhatId and WhoId fields are restored.
- If an invitee’s event is deleted, the values in the WhatId and WhoId fields on the invitee’s event record persist. If an organizer’s event is deleted, the corresponding events of the invitees are deleted and the values in the WhatId and WhoId are also deleted.
- When you select Save & New from a task or event, only the primary contact is added automatically to the new record. Be sure to add any additional contacts, as needed.
- If you don’t enable Shared Activities, custom reports based on activity relationships:
- Show only invitees to an event but not the organizer.
- Don’t show events to which no one has been invited.
- If you don’t enable Shared Activities, custom report types that use activity custom lookup field relationships aren’t supported.
- If you don’t enable Shared Activities and a sales rep sends an email to multiple contacts, Salesforce creates a closed task for each contact. As a result, Salesforce creates duplicate records instead of just one task corresponding to the email.
- If your activity sharing setting is set to Private, users with access to parent records have read-only access to your activities.
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