Activity Management technical overview

Activity management is all about keeping track of entities' activities. The entities are typically People, Users and Companies, although activities may also be associated with opportunities and campaigns. The core class/table for activities is Act. It stores Schedule Items, Tasks, Notes, and Documents. It is related to other entities through "participation" class/tables. Users through the UserParticipation class/table and Entities through the EntityParticipation class/table. Acts can be related through followUps and ActivityPlans. In addition, Acts can have Attachments as well as links to Accounts, Campaigns, Leads, Opportunities, Products, and Service Requests.