My activities in Salesforce appear as "Open Activities" instead of in the "Activity History"

Document created by 2029 Employee on Dec 17, 2014Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Sep 27, 2017
Version 3Show Document
  • View in full screen mode

To ensure all your activities show up under the Activity History (as opposed to Open Activities) make sure you have a "Completed" values in the Task Status list and that it's a "Closed" state.

Here is how to check it:

  1. In SFDC, go to Setup > App Setup > Customize > Activities > Task Field.  Click on Status

    rtaImage.png
  2. In the Task Status Picklist Values list, check if you have a "Completed" value.  If you do have it, skip to step 5.

    rtaImage (1).png
  3. You need to create the "Completed" value.  Click on the New button

    rtaImage (2).png
  4. Type in Completed and click on Save

    rtaImage (3).png
  5. Click the Edit link next to the Completed value

    rtaImage (5).png
  6. Check the box next to Closed and click on Save.

    rtaImage (6).png

Once the steps above are completed, you should now Completed in the list with "Closed" checked like this:

rtaImage.jpg

Attachments

    Outcomes