How Do Sales Reps See Activity Information In Lightning Experience?

With the activity timeline in Lightning Experience, your sales team gets an easier, more efficient way to keep track of current and past activities . All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details.

How do I track activity in Salesforce?

How do I see activity timeline in Salesforce?

Required Editions

Users can still access related lists as they did in Salesforce Classic. Click the arrow next to an individual activity (1) for a closer look at its description and comment fields . Or click Expand All (2) to see details for all activities in the timeline.

How do I create an activity history in Salesforce?

In Salesforce.com, click Setup. In the Build section, click Customize > Activities. Make sure you click just the “Activities” link–don’t click the drop-down beneath “Activities”. On the Activities page, click Add a custom field to activities.

How do I add activity to Salesforce lightning?

You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions . This should be turned on by default when Lightning is enabled as activities are the base functionality used to track interactions.

What do quick actions let you do in lightning experience?

Quick actions can also invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define . For example, you can create a custom action so that users can write comments that are longer than 5,000 characters.

Where are tasks created in lightning experience?

Tasks and Task Lists

That’s when the Lightning Experience tasks page comes in handy. It’s easy to get to, plus it’s a one-stop shop for creating tasks and managing what’s already on your plate. Click the Tasks tab, or click View All from the Today’s Tasks list on the Lightning Experience Home page.

What is an activity timeline in Salesforce?

The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity) . Custom lookups appear in their own related list on the related entity record.

How do activities work in Salesforce?

Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities .

How do I view activity log in Salesforce?

To the right of the navigation bar, click the dropdown arrow and click the Account Settings gear icon. In the account menu, select Activity Log . To change the date for the log, use the date picker. To view the activity of a specific workspace, search for the workspace or select it from the dropdown.

How do I customize my activity timeline in Salesforce?

1. From Setup, at the top of the page, select Object Manager.
2. Click Task.
3. Click Compact Layouts.
4. Click New. ...
5. If you’re creating a new compact layout, enter a name and label for it.
6. Select the task fields you want to display on the activity timeline.

How do I customize the Activity tab in Salesforce lightning?

1. Drag an action you want to add from the top section.
2. Drag fields from the screen back to the top section to remove them.
3. When done, click the Save button on the Action bar.

How do I enable activity component in Salesforce?

1. Go to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.
2. Once enabled, you should see the Activities component.
3. Chatter.

How do I change the activity component in Salesforce?

In Salesforce Classic

Click your name | Setup | App Setup | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.

How do you make a quick action in lightning?

1. Click the setup gear. ...
2. Enter Global Actions in the Quick Find and select Global Actions.
3. Click New Action.
4. Leave the Action Type as Create a Record. ...
5. In the Label field, enter Waypoint . ...
6. Click Save.
7. In the next Action Layout screen, leave Waypoint Name as the only field in the layout.

What’s a key benefit of lightning apps for your users answer?

What’s a key benefit of Lightning apps for your users? Users can create records and access recent records and lists directly from the navigation bar .

What are lightning actions?

Lightning component actions are custom actions that invoke a Lightning component . They support Apex and JavaScript and provide a secure way to build client-side custom functionality. Lightning component actions are supported only in the Salesforce mobile app and Lightning Experience.

What is a list view in Salesforce lightning?

In a list view, you see only the data that you have access to . You can see records that you own, have read or write access to, or are shared with you. List views also include records owned by or shared with users in roles below you in the hierarchy.

How do I manage tasks in Salesforce lightning?