Activities, email, and calendars

Activities are the record of work done with customers: tasks to do, events on the calendar, logged calls, and emails. Templates and integrations with email and calendar apps keep that record complete without extra typing.

Tasks and events

• Tasks: To-dos with a due date, status, and priority, such as calling a customer back. Logged calls are completed tasks.
• Events: Calendar entries with a start and end time, such as a meeting. Events can have invitees.
• Related To and Name fields: An activity can link to one contact or lead (Name) and one other record such as an account or opportunity (Related To).
• Shared activities: When enabled, one task or event can relate to several contacts (up to 50), so a group meeting shows on each contact's timeline.
• Recurring tasks and events: Can repeat on a schedule, such as a weekly check-in.

Activity timeline and email

• Activity timeline: On a record page, shows upcoming and past activities in order, including emails, with filters.
• Email templates: Lightning email templates with merge fields, organized in folders that can be shared. Letterheads and enhanced templates keep branding consistent.
• Email deliverability: Org setting that controls which emails Salesforce sends: all emails, system emails only, or none. Sandboxes often start at system emails only.
• Mass email: Send a template to a list of contacts or leads, within daily limits.

Integrations with email and calendar

• Outlook and Gmail integrations: Show Salesforce records beside emails in Outlook or Gmail and let users log emails and events to records without leaving their inbox.
• Einstein Activity Capture: Syncs emails, events, and contacts between a user's email account and Salesforce, and shows captured emails on the activity timeline.
• Calendar sharing: Users can share their calendar with others, and admins can set default calendar access. Public and resource calendars can be shared for rooms or teams.