Set Up Activities for Your Sales Reps
- Enable Shared ActivitiesWith shared activities, users can relate up to 50 contacts (butonly 1 lead) to an event or a task.
- Considerations for Enabling Shared ActivitiesIf you enable shared activities, or if it’s enabled by default in your Salesforce org, you can’t disable it.
- Enable Roll Up of Activities to a Contact’s Primary AccountWhen an activity is associated with a contact, the activity is also displayed on thecontact’s primary account. If you let users relate contacts to multiple accounts, we recommenddeselecting this option.
- Considerations for Disabling Roll Up of Activities to a Contact’s Primary AccountWhen an activity is associated to a contact using the Related To field, the activity is also displayed under the contact’s primary account. Before deciding whether to change this default rollup behavior, review some considerations, including how it affects activities, person accounts, and opportunities.
- Enable Activity RemindersLet users set individual preferences for displaying event and task reminders.
- Add Send an Email, Log a Call, New Event, and New Task Buttons to the Activity ComposerIf your page layouts have been customized and you don’t see the Log a Call, New Event,New Task, or Send an Email buttons on the activity composer, you can add them. Just add theappropriate buttons to the Salesforce Mobile and Lightning Experience Actions section of pagelayouts.