Review additional considerations for activities.
Required Editions
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- Create Predefined Subjects for Tasks and Events
Reps can create tasks and events faster with predefined subject values. A Salesforce admin defines subject values based on what’s most useful to reps. - Considerations for Enabling Shared Activities
If you enable Shared Activities, or if it’s enabled by default in your Salesforce org, you can’t disable it. - Considerations for Disabling Roll Up of Activities to a Contact’s Primary Account
The account an activity rolls up to depends on the Related To field, the Name field, the Shared Activities setting, and if the setting for Roll up activities to a contact's primary account is enabled. Before deciding whether to change this default roll up behavior, review these considerations. - Guidelines for Tracking Activities
Review guidelines for tracking tasks and events, including how activity access is determined, how record-activity relationships work, and how the last activity date on a record is determined.