What is the difference between task and activity in Salesforce?

What is the difference between task and activity in Salesforce?

Activities is the term for both Tasks and Events. There is no “Activities” object, there is a “Task” and “Event” object in the API. You can think of Tasks and Events as “Types of Activities”. In the UI these records for both objects show up in the “Open Activities” and “Activity History” related lists.

What is a task in Salesforce?

Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.

What is the relationship between tasks and events?

An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.

What are the task types in Salesforce?

There are two kinds of Tasks: Open and Closed. They both configured using the same User Interface layout tools in Salesforce but appear in two different places in the Task Layout when implemented. Open Tasks appear in Open Activities in Classic and Upcoming and Overdue Activities in Lightning.

What are the differences between activity timeline and activity history?

One difference appears when you send a list email to multiple contacts, leads, or campaign members. On each recipient’s activity timeline, the list email appears as one entry. When you click View All to view the recipient’s activity history, however, every email sent by the list email is shown.

Is log a call a task in Salesforce?

The ‘Log a Call’ button creates a completed task or activity record for your Users to document communications.

What is difference between task and activity?

While the term “task” means “a piece of work to be undertaken or done” or simply “work,” “activity” means “some event or some happening.” A task can be said to be any activity that is done with a particular purpose.

What is activity timeline 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.

What are tasks and events 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.

Is a meeting a task or event?

In other words, if your Calendar is used to schedule meetings, then events are meetings and tasks are things you have to get done.

What is activity object Salesforce?

By definition: Activities include events and tasks. With Salesforce, track meetings and tasks together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities. You will need to look at Task/Event object for details on it.

How do I create an activity type in Salesforce?

Setup

1. Navigate to Salesforce.com and click on Setup in the top right corner.
2. Click Customize.
3. Click Activities.
4. Click Task Fields.
5. Click Type.
6. You are now at the Task Type Picklist. Make sure there isn’t a ‘Default’ selected.
7. Make sure there’s a Type value listed for Email, Call, and Reply.

What can you do with Salesforce activity and task management?

Here is what you can do using Salesforce Activity and Task Management Prioritize your tasks and events by due date Monitor where your subordinates are spending time Tasks are items TO-DO that have a target end date. For example “Send Proposal”, “Payment Follow up with Contact”.

What are tasks and events in the Salesforce UI?

You can think of Tasks and Events as “Types of Activities”. In the UI these records for both objects show up in the “Open Activities” and “Activity History” related lists. Tasks and Events are special standard objects in Salesforce.com.

Where can I find the activities object in Salesforce API?

There is no “Activities” object, there is a “Task” and “Event” object in the API. You can think of Tasks and Events as “Types of Activities”. In the UI these records for both objects show up in the “Open Activities” and “Activity History” related lists. Tasks and Events are special standard objects in Salesforce.com.

What is the difference between activities and tasks?

Activities is the term for both Tasks and Events. There is no “Activities” object, there is a “Task” and “Event” object in the API. You can think of Tasks and Events as “Types of Activities”.