How do I see upcoming tasks in Salesforce?

How do I see upcoming tasks in Salesforce?

Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal. Click on Tasks. You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.

Are emails tasks in Salesforce?

Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce. The reason for this is to have email functionality (reply & forward) once the email has been saved within Salesforce.

How do I add a calendar shortcut in Salesforce?

You can add a shortcut to the Calendar tab to the sidebar for quick reference in Salesforce Classic….Enable sidebar ‘Calendar’ shortcut in Classic

1. Navigate to Setup.
2. Enter Activity Settings into the ‘Quick Find’ search box and click Activity Settings.
3. Select Enable Sidebar Calendar Shortcut.
4. Click Submit.

How to customize the event layout in Lightning?

Customize your event, email message, and task compact layouts to show the fields that are most important to your sales team. Here’s how you do it for tasks. 1. From Setup in Lightning Experience, click the Object Manager tab at the top of the page. 2. Click Task and then Compact Layouts. 3. If you only have the system default layout, click New.

Where do I Find my lightning activity list?

All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. Your sales users won’t be sad saying buh-bye to the old Open Activities and Activity History related lists when you switch them to Lightning Experience.

How to build a custom home page for lightning experience?

Roll Out Your Custom Home Page to Your Lightning Experience Users 1 Click App and Profile, then click Assign to Apps and Profiles. 2 Select the Sales app, then click Next. 3 Scroll down the list of profiles and select System Administrator, then click Next. 4 Review the assignment, and then click Save.

How do I hide my calendar in lightning experience?

Click to hide the side panel in your calendar. Then click the button again when you want the side panel back. What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists.