How do I see open activities in Salesforce?

How do I see open activities in Salesforce?

Salesforce: Organizing and Viewing Activities

1. Open a saved record. The detail page of the record appears.
2. Scroll down until you see the Open Activities and Activity History related lists. If you already created related activities, activity links appear in the lists.
3. Click an item listed under the Subject column.

Why can’ti see related list in Salesforce?

To display the Related List in Lightning, the Object’s Field Level Security must be set to “Read” for all profiles within the Profile Setup. For instructions, see our “Set Field-Level Security for a Single Field on All Profiles” documentation.

How do I create an activity history in Salesforce?

In Salesforce Classic

1. In Salesforce.com, click Setup.
2. In the Build section, click Customize > Activities.
3. On the Activities page, click Add a custom field to activities.
4. On the Activity Fields page, you can see all the custom fields you already have.

What is an open activity?

Open activities are those that have a minimum set of data entered for them: specifically, activity name, activity type, activity date, and, if applicable, location. Once these data about an activity are entered, the activity is “open”, and is saved to the database.

How do I see all events in Salesforce?

Search for Calendar. Look for the calendar icon, then select Table (it will load to ‘Recently Viewed’ Events page)….In Lightning Experience:

1. View the Activity Timeline on the associated records.
2. Click the Calendar tab from the app menu.
3. View the Today’s Tasks and Today’s Events components on the Home tab.

How do I change activity history in Salesforce?

Updating Activities in Salesforce

1. Edit: Update any of the fields in the record whose fields now appear, and make sure that you save.
2. Delete: Delete the record.
3. Create a Follow Up Task: Generate a related task.
4. Create a Follow Up Event: Schedule a related meeting.