Open Section Resources

This is not an exhaustive list; additional resources are referenced within objectives below.
ObjectiveResourcesKey Facts
Explain the difference between tasks and event.Activities Overview
[Must / Short /]
Tasks are actions such as phone calls and emails, while an event is a scheduled appointment with a defined start and end time.

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34 Responses to “Activities”

  1. zoranpavlovic April 13, 2017 at 1:21 pm #

    Hi John ,
    I am working as junior SF admin stil 1 year and getting ready to pass exam. Well,in regards to
    Question #3:
    When I go to create new task, in status list there are 2 options: Open and Completed. There is no option Closed ?
    So, what will then right answer on question nr 3 ?

  2. jaydelaune February 14, 2017 at 2:14 pm #

    not worth investing any time in Cloud Scheduler – “With the Winter ‘17 release*, Salesforce will begin the phased retirement of Cloud Scheduler, a calendaring feature in Salesforce Classic for requesting meetings and finding mutually convenient times to meet.

    Sounds like it didn’t work with the Lightning architecture….

  3. Yanfen232 October 9, 2016 at 4:13 pm #

    cloud scheduler link is broken too.

  4. bilabongster July 2, 2016 at 4:28 am #

    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?

    • bilabongster July 2, 2016 at 4:28 am #

      pls ignore ** to add notify me checkbox**

    • JohnCoppedge August 19, 2016 at 8:04 pm #

      You can set the sharing rules in setup after the calendar/resource is created- not sure exactly what you mean by enforce a calendar?

  5. November 9, 2015 at 12:46 pm #

    The link “Customizing Activity Settings” doesn’t work and has been replaced by three links which you can find in Help here below:

  6. Anna Whelan October 28, 2015 at 11:24 pm #

    The document is no longer found through the Customizing Activity Settings link

  7. October 8, 2015 at 8:11 pm #

    right the broken link

  8. Davin Casey September 19, 2015 at 10:25 am #

    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

    • JohnCoppedge September 21, 2015 at 8:18 pm #

      ‘Closed’ is a setting of the status – e.g. if you look at the ‘Completed’ status in setup it will have a checkbox next to ‘Closed’.

      • Davin Casey October 3, 2015 at 8:34 am #

        Thank you for your reply

  9. Melf Hauck June 24, 2015 at 11:08 am #

    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.

  10. Mark Wallner February 11, 2015 at 4:06 pm #

    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.

    • JohnCoppedge February 13, 2015 at 1:41 am #

      Interesting – in actual testing what I have stated seems to hold true. Do you have a link to the doc?

  11. Evan Samuels January 9, 2015 at 5:10 am #

    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?

    • JohnCoppedge January 13, 2015 at 12:14 am #

      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.

  12. Summerbir Ranu October 2, 2014 at 8:10 am #

    Hey John,
    My tabs list doesn’t display the activities tab…it’s there in the UI though…..can I add it to the tabs header.


    • JohnCoppedge October 6, 2014 at 5:39 pm #

      There is a free Appexchange package that will add a tab for activities – but out of the box there is no tab for activities.

  13. Ray Zhao July 6, 2014 at 3:00 am #

    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


    • Ray Zhao July 6, 2014 at 4:06 am #

      In short words, what can be customized on a standard object? I think this is more precise on what I am trying to ask. Thanks!

      • Charles Cummings September 12, 2014 at 1:18 am #

        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.

        • JohnCoppedge September 21, 2014 at 6:02 pm #

          Correct – you can rename the labels and add help text with standard fields and objects, but you cannot perform other actions (such as deletion) – this is covered in the fields and object sections.

  14. Elizabeth Shephard February 3, 2014 at 10:38 pm #

    Your 4th resource has a type, s/b “Cloud Scheduler” vs “Could Scheduler.”

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