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Storing Your Activity Progress in Salesforce Explained

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If you are involved in a small, medium, or large business and have worked with a CRM system to simplify task management of your sales and services, you probably know what Salesforce is. This American cloud-based software was specifically designed to provide its users with efficient enterprise tools for case, task, and issue management. Einstein Activity Capture and Revenue Grid tools also help automatically integrate data from clients’ mailboxes, calendars, and other services to Salesforce.

With all the handy functions Salesforce offers, you can monitor how your business is doing and store your activity progress on the platform. Data capturing services help to make these processes more efficient. Read on to find out the details.

How to Monitor Your Activity Progress?

You can benefit from the Activities dashboard, which is built on Tableau CRM. It displays a summary of your sales activities, including those added manually to Salesforce. If you wonder how long activities are stored in Salesforce, you should note that Events and Closed Tasks that were due more than a year ago are automatically archived. So are Closed Tasks with no due date created more than a year ago.

In Salesforce Classic, you can view the Activities related lists on the associated records:

  1. Address the “My Tasks” component on the Home tab.
  2. Click on a particular date on the Calendar on the Home tab.

In Lightning Experience, you can monitor the Activity Timeline on the associated records:

  1. Press the Calendar tab from the app menu.
  2. Observe the “Today’s Tasks” and “Today’s Events” components on the Home tab.

What Has Changed?

There has been a new location for activity storage information in Salesforce since summer 2021. The Activity Storage page that revealed the number of activities captured by Inbox and Einstein Activity Capture has been removed. Now you can find the activity storage data on the User Status page. This modification applies to a bunch of editions:

  • Lightning Experience in Essentials;
  • Enterprise;
  • Professional;
  • Performance;
  • Unlimited

Currently, your activity storage information is displayed when using Inbox with/without Einstein Activity Capture.

Are There Any Alternatives to Einstein Activity Capture?

Among various productivity-boosting tools you can use, Einstein Activity Capture can help you keep data between Salesforce, your email, and calendar applications up-to-date. Though this feature is widely used, some clients are concerned it stores sales activity information on third-party databases.

Since emails captured by Einstein Activity Capture aren’t stored in Salesforce, they aren’t displayed in standard Salesforce reports. You can’t delete emails from Einstein Activity Capture, and the data is lost forever once you decide to migrate from it. Besides, the captured activities won’t show up on standard Salesforce reports, so you won’t be able to create accurate reports in Salesforce based on the data in this tool.

However, other services like Revenue Grid can provide you with maximum data security and full analytics, by storing your data directly in CRM. Therefore, your data and your client data will never leave your business’s servers.

Keep Track of Your Business Data

This platform has provided its clients with an opportunity to reach maximum success, and using efficient tools will help you control your data. However, don’t forget about the importance of programming skills. You will need to master your knowledge of the Apex language (Java clone) and Visualforce (template language). Besides, you will require HTML, CSS, Javascript (jQuery) to succeed. Store your activity progress and make the right data-driven decisions.

Eric Lilly
the authorEric Lilly