1. Sales Questions and Answers
  2. Why can't I find my activities using Find or Advanced Search in the Classic UI?

Why can't I find my activities using Find or Advanced Search in the Classic UI?

In the Activities landing page, you use the Find field to search all activities you're associated with. To broaden the search to all activities, use the advanced search and select the record set you want to see. Your administrator must enable this feature for you to search all activities, including those you don't own or aren't associated with.

The different record sets in the Saved Searches window restrict your saved searches to different sets of activities. To improve saved search performance, restrict your saved searches to smaller record sets. Rather than searching all the records you can see, search all the records you and your subordinates own. Or restrict your searches to a smaller geographical area. For example, search all the activities in one state instead of the whole country.

Here's a list of the record sets for activities. Not all record sets are available to all users. For example, the record set involving subordinates is available only to managers.

Record Set Name

Description

I own

Activities you either created or ownership was assigned to you.

I am a resource

Activities where you're a resource.

My subordinates own

Activities owned by you and your subordinates.

All records I can see

Activities that you can view based on your resource team membership, sales territory assignments, your position in the organization, and security permissions.

This record set is available only if the administrator enables it by setting the profile option, All Records I Can See Enabled, to Yes. By default, the value is No, meaning salespeople can only search activities they own or are associated with as a resource.

Here's how to set the All Records I Can See Enabled (ZMM_ACTIVITY_ENABLE_ALL_RECORDS) profile option.

  1. In the Setup and Maintenance area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Activity Profile Options

  2. Click the ZMM_ACTIVITY_ENABLE_ALL_RECORDS link.

  3. To enable access at the site level, select Yes in the Profile Value field.

  4. To enable access for specific users:

    1. Click the Add icon.

    2. In the Profile Level field, select User.

    3. In the User Name field, search for and select the user name.

    4. Select Yes in the Profile Value field.

  5. Click Save and Close.