Activity Search Is Missing Salepersons Activities

Application Scope: CORE

Problem

The Activity Search page on the Org is not displaying the Salespersons calendar events. If you log in as a global admin, the activities appear correctly.

Cause

Salesperson does not have access to the designated Sales workspace. Activities such as Tasks, Notes and Calendar events need to be attached to a workspace. Prior to clicking the 'Generate Quote' link, a workspace has not been generated for the Organization, so any activity is attached to the default Sales Workspace set under System Admin | App Settings | Default Workspaces. If the salesperson in question is not set as a user of that workspace, the activities will not appear for them.

Solution

Add the Salesperson to the default Sales Workspace

Step by step

Find the default sales workspace by navigating to System Admin | App Settings | Default Workspaces
Use Workspace Search to go to this workspace and Click the Workspace Users action item
Click 'Add' and select the user from the dropdown then click 'Ok' - this will add the salesperson as a valid user of this workspace.
Verify that the user can now see their Activities.

KnowledgeSpace