What Is Activity History In Salesforce at Martin Delaney blog

What Is Activity History In Salesforce. The activity timeline and the activity history view are two different views, and behave differently. Keep a record of all. It also sheds light on where your deal is heading. The sales activity timeline grants an overview of all your contact with a specific company, lead, or individual. Open activities lets you create task and event record with the record type selection functionality (if you are using record type for task and event in your organization) whereas activity history will let you log a call or send an email. Salesforce activity tracking involves documenting all of your company’s interactions with prospects and customers, which can help close more deals and increase revenue. When you look at a record in salesforce classic, such as a contact or opportunity, you use the open activity and activity history related lists to stay on top of activities. One difference appears when you send a list. In lightning experience when users view standard lightning pages for the case or asset object's. Also, both the related list shows the record created by users.

The activity timeline and the activity history view are two different views, and behave differently. Salesforce activity tracking involves documenting all of your company’s interactions with prospects and customers, which can help close more deals and increase revenue. In lightning experience when users view standard lightning pages for the case or asset object's. Open activities lets you create task and event record with the record type selection functionality (if you are using record type for task and event in your organization) whereas activity history will let you log a call or send an email. Keep a record of all. Also, both the related list shows the record created by users. The sales activity timeline grants an overview of all your contact with a specific company, lead, or individual. One difference appears when you send a list. When you look at a record in salesforce classic, such as a contact or opportunity, you use the open activity and activity history related lists to stay on top of activities. It also sheds light on where your deal is heading.

Add Activity History to Salesforce Reports Higher Logic

What Is Activity History In Salesforce Salesforce activity tracking involves documenting all of your company’s interactions with prospects and customers, which can help close more deals and increase revenue. It also sheds light on where your deal is heading. When you look at a record in salesforce classic, such as a contact or opportunity, you use the open activity and activity history related lists to stay on top of activities. Salesforce activity tracking involves documenting all of your company’s interactions with prospects and customers, which can help close more deals and increase revenue. The sales activity timeline grants an overview of all your contact with a specific company, lead, or individual. In lightning experience when users view standard lightning pages for the case or asset object's. The activity timeline and the activity history view are two different views, and behave differently. Keep a record of all. One difference appears when you send a list. Also, both the related list shows the record created by users. Open activities lets you create task and event record with the record type selection functionality (if you are using record type for task and event in your organization) whereas activity history will let you log a call or send an email.