Differences in Tracking Your Activities

Events

  • Archived events aren’t available, and you can’t use Shared Activities to relate multiple objects to an event.
  • You can’t accept or decline an event you’ve been invited to.
  • Invitee related lists display slightly different content from the full Salesforce site. In the full site, the Invitee list includes the event owner and related contacts and leads who aren’t also invitees. In Salesforce1, the Invitee related list includes invitees only. The following queries let you reproduce the full site functionality in Salesforce1.

    To allow the event organizer to see all the invitees if your organization uses Shared Activities, use this query:

    SELECT RelationId FROM EventRelation WHERE isInvitee = true AND eventId='[Event_Id]'

    where Event_Id is the child event’s ID.

    To allow the event organizer to see all the invitees if your organization doesn’t use Shared Activities, use this query:

    SELECT RelationId FROM EventRelation WHERE eventId='[Event_Id]'

    These queries get the main event’s relations and display them for the given child event. You can add a WHERE clause to further filter the results.

  • Each event in a related list shows:
    • The Event icon icon, identifying the item as an event
    • Subject
    • Location
    • Start date and time
    • End date and time
    • Up to three more fields, depending on your organization’s settings

Tasks

  • Archived tasks aren’t supported, and you can’t use Shared Activities to relate multiple contacts to a task.
  • New, edited, and deleted tasks don’t appear in a task list until you refresh the list. When you close a task by tapping the Open Task Checkbox icon, the task is shown crossed out until you refresh the list.
  • In task lists, the sorting of priority tasks is determined by the order of the fields in the priority picklist.
  • The more tasks you view, and the more relationships tasks have to other records, the longer it may take to view tasks or use other features in the Salesforce1 app.
  • When more than 1,000 overdue tasks exist, task lists in Salesforce1 don’t display any tasks at all. Use the full site to view your overdue tasks and close them, postpone them, or delete their due dates.
  • Task layouts contain a few unique elements that make tasks easier to work with. These elements don’t appear in a compact layout because you can’t change them, but users always see them:
    • The Open Task Checkbox and Closed Task icon icons represent the status of the IsClosed field to users with the Edit Task permission.
    • The High Priority Task icon icon represents a task marked high priority (including custom high priority).
    • All tasks show the subject.
    • All tasks show the due date, if it exists and a user has permission to view it.
    • Tasks include the primary contact and the account or other record, if they exist.

    The fields in each list may vary, depending on your organization’s settings.

    You control the layout of task records and tasks in the task list using the new compact layout feature. You control related lists, as always, using the page layout editor. Adding the subject or due date field to either layout doesn’t change the appearance of tasks—those fields won’t appear twice.

    Below the built-in task elements, Salesforce1 displays up to three additional fields.

    • The default compact layout for tasks includes two fields: the name of a lead or contact, and an opportunity, account, or other record the task is related to.
    • In an Activities related list, a task’s fields depend on what record you’re viewing and how you’ve defined the layout for that object.

    For more information, see Compact Layout Overview.