Salesforce: Organizing and Viewing Activities - dummies

Salesforce: Organizing and Viewing Activities

By Tom Wong, Liz Kao, Matt Kaufman

You can view your activities from the Salesforce home page and from a specific record’s Open Activities or Activity History related list. If you’re planning your calendar, use the home page. If you’re working from a particular account, contact, or other item, you can get better context on pertinent activities from the related lists on the record.

After you create (or are assigned to) activities, you probably want to view them so that you can prioritize and complete them.

On the home page, change the default view in the My Tasks section to All Open or to Today, depending on how efficient you are, so that you can see all tasks that you still need to complete. The current default view, Overdue, only shows you tasks after the due date has passed, which is not many users’ first choice.

If you’re planning around a specific record, such as a contact or opportunity, you can view linked activities from the Open Activities and Activity History related lists located on a detail page.

The two related lists work hand in hand. An event record automatically moves from the Open Activities related list to the Activity History related list when the scheduled date and time pass. A task record remains on the Open Activities related list until its Status is changed to Completed; then, the record appears on the Activity History related list.

To view activities from a detail page, follow these steps:

  1. Open a saved record.

    The detail page of the record appears. The saved record appears at the top, and related lists are at the bottom of the page.

  2. Scroll down until you see the Open Activities and Activity History related lists.

    If you already created related activities, activity links appear in the lists.

  3. Click an item listed under the Subject column.

    The activity record appears.