Activities

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30 thoughts on “Activities”

  1. Hi John
    do the users have to manually navigate to their calendar and change it to a public/ resource calendar?

    There is no way for admins to enforce the public calendars on a set of users?

  2. Hi John, You say ” Tasks are displayed within activity history when the task’s status is “Closed”.” but the values in the status pick list on the task has ” Completed’.
    I am not seeing ‘Closed’ as a status on the task

  3. Hey John,

    in the Key Facts of cloud scheduler you wrote ‘…to invite a group of users…’.
    Actually you could also invite leads and contacts.

  4. For clarification – in the Activities Overview you indicate Event moves to history after start time passes start 1:00 at 1:05 Event would be in history.
    On the Table Key Facts row 2 it indicates when start date is in the past, and SF
    And clipped this from SF documentation – “All events will automatically be moved to the Activity History the day following the scheduled event date.”
    A little variance.

  5. I have created a public calendar, but I can’t seem to figure out how to view it. I created it, and made it viewable to all users, but I can’t find the object to view it in. Once created, where can you view public and resource calendars?

    1. Click the 31 for the monthly calendar view from your home page and then click Change to view another calendar. There are other references to calendars and resources in the app as well… but can be a bit tricky to find.

  6. Hi, John,

    I understand what can be done when creating a new custom object. But what can you do to a out-of-the-box object such as Activity?
    For example, can we change the label for it? can we rename the out-of-the-box fields? can we relabel the object name it differently?, change the description text? change help text?, etc. I don’t know where to look that info in salesforce

    Thanks,
    ray

      1. Lots, but not everything. Go to setup and type in “Rename” and click on Rename Tabs and Labels. There click on edit next to the standard object you would like to rename and the standard fields beyond that.

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