Overview: Activities
There are two types of activities:
- Tasks - Activities that you need to track, such as calling a customer or emailing a contract. You can create tasks for yourself, or they can be assigned to you by another user or by a workflow that your administrator has set up. The tasks area of the Home page displays a list of your open tasks, including when each is due and which record it is related to.
- Appointments - Your appointments and meetings, like site visits or taking a customer to lunch. When you create an appointment, it is added to your Calendar on the Home page. When you accept a meeting request from another user, that is also added to your Calendar.
Many activities are related to a specific record, such as an account, contact, inquiry, booking, or volume contract. When this is the case, the task or appointment will also appear in the following sections on the record:
- Activity (Open Activities) - Displays pending tasks and upcoming appointments.
- Activity History - Displays completed tasks and past appointments.
An administrator can create activity goals for sales managers who are required to make a certain number of calls per week, month, or quarter. The achievement of the goals can then be tracked using the Activity report.
For additional information on managing activities, see Salesforce Help.