To create the Activities, while creating the object, we should check for 'Allow Activities' check box then user can add open Activities and Activity History related lists on the Object layout.
There are two types of activities -
- Task: Task is nothing but work assigned to a particular person, it doesn't have certain time limit.
- Event: It has certain time limit in that time only all persons should assemble after the time limit over, event will get complete.
Once event or task status changed to 'Completed" then we can see those records under Activity History Related List.
Activities are created from records such as Accounts,Contacts,Cases,Leads and so on....
Users can view Activities both in the context of a relevant item or Stand alone Mechanism from their Calendar and Task list from Sales force CRM.
Activity History of related records shows all the completed Tasks,Logged phone calls,expired events and outbound events for records.
Describe the capabilities of activity management:
Events show up on your calendar have specific time associated with the. Task does not have specific time but they have a date. This is the difference.)
Reminder pop ups only come up if the user is logs in
1. Calendar (two person button, to see all users calendar and great tool to find meeting)
2. Schedule calls, meetings, tasks
3. Link activities to Contacts, Accounts and Opportunities
4. Schedule calls
5. Recurring activities
6. Complete activities
Once the scheduled time for an event passed, event automatically moved to the activity history.
