Overview: Activities
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
Two types of activities are available:
- Tasks are activities that you need to track, including 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 process that your administrator sets up. The tasks area of the Home page displays a list of your open tasks, including when each is due and which record it relates to.
- Appointments are your appointments and meetings, including site visits or taking a customer to lunch. When you create an appointment, it displays on the Calendar section of the Home page. When you accept a meeting request from another user, that also displays on your Calendar.
Activities can relate to a specific record, including an account, contact, inquiry, booking, or volume contract. In this case, the task or appointment also displays in the following sections on the record:
- Open Activities - This section displays pending tasks and upcoming appointments.
- Activity History - This section 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. Administrators can then use the Activity report to track the achievement of the goals.
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Overview: Open Activities section