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Activity sharing and access

Key Takeaway

With the Private organization-wide default, users with access to the records a task or event is linked to get read-only access to it. With Controlled by Parent, edit access to both linked records also lets them edit or delete it.

Activity sharing controls who can see and change tasks and events. Access does not come from one setting. It comes from who the activity is assigned to and from the role hierarchy. It also comes from user permissions and from the user's access to the records the activity is linked to.

How activities link to other records

Each task and event links to other records through two fields. The Name (Who) field holds the Who record, which is a contact or lead. The Related To (What) field holds the What record, such as an account, opportunity, or contract.

These linked records are the activity's parent records. A user's access to the parent records drives much of their access to the activity.

Platform Administrator Study Guide

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Describe the capabilities of activity management (tasks, events)

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Tasks versus events

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Task lists and assignment

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Group tasks versus event invitees

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Recurring tasks and events

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Activity reminders and notifications

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User, public, and resource calendars

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Calendar sharing and visibility

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Activity roll-up to related accounts

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Activity sharing and access

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Reporting on tasks and events

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