How tasks, events, and calendars work in Lightning Experience, and which Activity Settings, queues, and calendar types an admin uses to relate, assign, roll up, and schedule activities.
Describe the capabilities of activity management (tasks, events).
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| Fact | Detail | Source |
|---|---|---|
| Shared Activities limit | Up to 50 contacts but only 1 lead per task or event | |
| Shared Activities setting | Activity Settings: Allow users to relate multiple contacts to events and tasks | |
| Turning Shared Activities off | Not possible once enabled | |
| Primary contact | Required; if deleted, the next related contact becomes primary | |
| Roll up to primary account | Requires Shared Activities; needs Customize Application and Modify All Data | |
| Rollup setting change | Affects new activities only, plus existing ones when recalculated | |
| Task to people or groups (Lightning) | Up to 200 people, each gets an independent copy | |
| Enable Group Tasks setting | Salesforce Classic only; group tasks are on by default in Lightning | |
| Task queues | Set up only by admins; members see the queue list view | |
| Queue task notifications | Sent only after reassignment from the queue to a user | |
| Task Status closed flag | Each value is open or closed; several values can be closed | |
| Public and resource calendars | Setup, Public Calendars and Resources; Customize Application | |
| Object calendar | Built on the Calendar tab from any date field on a standard or custom object |