How to Use the Activity Custom Lookup Field to Get More Out of Events and Tasks - Timothy Kiekow
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The document discusses the implementation of a custom lookup field for activities and tasks within Salesforce, aimed at improving user engagement and data management. It highlights the features, potential risks, and the setup process necessary to utilize this functionality effectively. Additionally, it encourages interaction and learning through community resources and future sessions.
How to Use the Activity Custom Lookup Field to Get More Out of Events and Tasks - Timothy Kiekow
- 1. How to Use the Activity Custom Lookup Field to Get More Out of Events and Tasks Timothy Kiekow Business Technology Manager – NTN Bearing Corporation of America tkiekow@ntnusa.com @tdk1003
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- 3. Timothy Kiekow Business Technology Manager NTN Bearing Corporation of America
- 4. Who is NTN?
- 5. Bearings and Salesforce Admins – Similar? How did you get here? Breakaway results
- 6. How does NTN interact with our customers? People Subjects Opportunitie s Cases Campaigns Rebates Future Items
- 7. Standard Salesforce Activities – #ActivitiesAreSpecial Awesome Out of the Box Features Relate to almost any object Standard and Custom objects Relate to Contacts/Leads Open / History Lists Shared Activity Quick Actions / Mobile My Email to Salesforce New Task / Task Lists New Event / Calendars Log a Call Email
- 8. So let’s add a Custom Lookup field? Easy right? Most Standard Objects Custom Objects
- 9. So let’s add a Custom Lookup field? Easy right? Oh no! Where is the Lookup Relationship for Activities? Setup à Customize à Activities à Activity Custom Fields
- 10. What can I do now? Winter ‘15 Beta Activity Custom Lookup To The Rescue!! #IdeaExchange 20,880 Points Setup à Customize à Activities à Activity Custom Fields
- 11. How can I use it and what does it look like? Option 1 Multiple Lookups Option 2: Single lookup to custom object
- 12. Are there any limitations I should consider? Standard Activities Custom Lookup
- 13. NTN Activities+ custom add on for Events Single place for all event relations Don’t forget the quick actions
- 14. NTN Activities+ custom add on for Events – More relations Relations to Everywhere!!!!
- 15. Step 1: Enter a case to turn on the Beta Activity Custom Lookup Relationship field Step 2: Develop your use case and business process and configure a new lookup relationship on Events or Tasks to relate to another object Resources Winter ‘15 Release Notes Winter ’16 Release Notes Knowledge article for Enabling Activity Custom Lookups Join the Official: Salesforce Productivity Group on the Success Community Let’s take some action on extending Events and Tasks!!! Call To Action / Let’s go use this
- 16. Quick Thanks NTN development partner for Activities+ development Lotus Notes / CRM Integration platform for event syncing
- 17. Keep the learning going in the Admin Lodge Admin Theater 55+ Sessions by Admins for Admins! Visit Customer-Led Demos Talk with other admins! Learn more with Trailhead! Earn lots of badges!
- 18. 3 Earn a GoPro prize entry for each completed survey Tap the bell to take a survey 2Enroll in a session1 Share Your Feedback, and Win a GoPro!
- 19. Thank you