Intelligence360 provides activity management and reporting capabilities. One of the key capabilities is the concept of tracking activity against particular records. I.e. "I sent an outbound email to this opportunity yesterday". i360 can solve exactly that.

Below you'll find a list of activity definitions that come out of the box based on your org's licenses. You can also learn how to create custom or customize existing activity definitions here.

Activity is tracked against five key record types:

Accounts
Opportunities
Contacts (Note: must be enabled by admins)
Leads (Note: must be enabled by admins)
People (Employees)

Account Activity Definitions

Name	Inbound/Outbound	Data filter
Account Attachments Inbound	inbound	Inbound Attachment document to any account contact
Account Attachments Outbound	outbound	Outbound Attachment document to any account contact
Account Calls	outbound	Tasks of type "call" or subtype of "call"
Account Client Submission	outbound	All client submissions related to an account
Account Content Share Views	inbound	All content share views related to an account
Account Content Shares	outbound	All content shares related to an account
Account Contacts	outbound	New contact created
Account Events	outbound	Event Occurred with an existing contact or reference to account
Account Files	outbound	File created with the account name mentioned
Account Issues	outbound	Issue created with account name mentioned (name or tag) or Account Id referenced
Account Leads	outbound	Lead Created and converted to an account
Account Mail	N/A	Any email to any account contact (not default)
Account Mail Inbound	inbound	Any inbound email to an account contact
Account Mail Outbound	outbound	Any outbound email to an account contact
Account Meetings	outbound	Any meeting with an account contact
Account Notes	outbound	Notes logged against an account
Account Opportunities	outbound	Opportunity created for the account
Account Tasks	outbound	tasks (not of type or subtype call)

Opportunity Activity Definitions

Name	Inbound/Outbound	Data filter
Opportunity Attachments Inbound	inbound	Inbound Attachment document to any opportunity contact
Opportunity Attachments Outbound	outbound	Outbound Attachment document to any opportunity contact
Opportunity Calls	outbound	Tasks of type "call" or subtype of "call"
Opportunity Content Share Views	inbound	All content share views related to an opportunity
Opportunity Content Shares	outbound	All content shares related to an opportunity
Opportunity Events	outbound	Event Occurred with an existing contact or reference to account
Opportunity Issues	outbound	Issue created with account name mentioned (name or tag) or Account Id referenced
Opportunity Mail	N/A	Any email to any opportunity contact (not default)
Opportunity Mail Inbound	inbound	Any inbound email to an opportunity contact
Opportunity Mail Outbound	outbound	Any outbound email to an opportunity contact
Opportunity Meetings	outbound	Any meeting with an opportunity contact
Opportunity Notes	outbound	Notes logged against an account
Opportunity Tasks	outbound	tasks (not of type or subtype call)

People Activity Definitions

SalesforceUser Meetings	outbound	Any meeting with any CRM contact or lead
SalesforceUser Notes	outbound	Any note created by this user
SalesforceUser Calls	outbound	Any call created by this user with any contact/lead/account/opportunity
SalesforceUser Outbound Email	outbound	Any outbound email sent by this user to any contact or lead
SalesforceUser Inbound Email	inbound	Any email received from a contact or lead to this user
Salesforce User Tasks	outbound	Any task created by or assigned to this user
SalesforceUser Contact	outbound	Any contact created by this user
SalesforceUser Lead	outbound	Any lead created by this user
SalesforceUser Account	outbound	Any account created by this user
SalesforceUser Opportunity	outbound	Any contact created by this user

Contact Activity Definitions

Name	Inbound/Outbound	Data filter
Contact Attachments Inbound	inbound	Inbound Attachment document to any contact
Contact Attachments Outbound	outbound	Outbound Attachment document to any contact
Contact Calls	outbound	Tasks of type "call" or subtype of "call"
Contact Events	outbound	Event Occurred with an existing contact or reference to account
Contact Mail	N/A	Any email to any contact (not default)
Contact Mail Inbound	inbound	Any inbound email to a contact
Contact Mail Outbound	outbound	Any outbound email to a contact
Contact Meetings	outbound	Any meeting with a contact
Contact Notes	outbound	Notes logged against an account
Contact Tasks	outbound	tasks (not of type or subtype call)

Lead Activity Definitions

Name	Inbound/Outbound	Data filter
Lead Attachments Inbound	inbound	Inbound Attachment document to any contact
Lead Attachments Outbound	outbound	Outbound Attachment document to any contact
Lead Calls	outbound	Tasks of type "call" or subtype of "call"
Lead Events	outbound	Event Occurred with an existing contact or reference to account
Lead Mail	N/A	Any email to any contact (not default)
Lead Mail Inbound	inbound	Any inbound email to a contact
Lead Mail Outbound	outbound	Any outbound email to a contact
Lead Meetings	outbound	Any meeting with a contact
Lead Notes	outbound	Notes logged against an account
Lead Tasks	outbound	tasks (not of type or subtype call)

Managing Activity Definitions

Activity by Day

What can activity by day do for you?

Managing Activity by Day

If you run into issues, please contact support.

Out of the Box Activity Definitions

Activity is tracked against five key record types:

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