2) Go to any Case record in Lightning 3) Select the Related tab and scroll to the Activity History Related List. You will see there are no Log a Call or Email buttons available. 4) Go to a Contact record, click the Related tab and scroll to the Activity History Related list where you will see the Log a call button is available.
Sunday, August 5, 2018
For those of you who have been migrated from Classic to Lightning, you notice that "Open Activities" and "Activity History" are no longer appeared in the related list, instead, they appear as a Lightning component called Activity.
Salesforce Lightning: Log a Call button does not appear in Activity component
For those of you who have been migrated from Classic to Lightning, you notice that "Open Activities" and "Activity History" are no longer appeared in the related list, instead, they appear as a Lightning component called Activity.
Log A Call in Salesforce Classic
Step 1: Log into Salesforce.com. From the main page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce Lightning
Step 1: Log into Salesforce.com Lightning Experience. From the Home page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce1 Mobile App
Using the Salesforce1 app, you can manually log calls in Salesforce from your mobile devices as well. This is a nice feature, but it still requires reps to want to log a call in Salesforce and then take the time to do so.
What is the best practice for sharing data in Salesforce?
The best practice for sharing data in Salesforce has been to provide the most basic permissions required at profile and object level and then figure out how to provide more to people who needed more as there was no way to take away data access permissions on an exceptional basis; until now. With Restriction rules you can set an arbitrary exception to a criteria of data and the side effect of this will be an increase in sharing complexity.
Do you need to update global action to log a call?
check if you have record types on tasks, you need to update the global action so you specify under which record type you want the log a call action to operate
Can CORS be used to clampdown on Salesforce APIs?
Apparently CORS could now be used to clampdown on access to Salesforce APIs by browser extensions. This is a big one from an enterprise security perspective. Do note that this is whitelist and extensions not on the list will not be be able to request resources. My reading is that this will affect use of browser extensions like Salesforce Inspector.
Gearset marketing team: that's not how the meme works
The Anakin-Padme 4 panel meme requires Padme to repeat the same sentence in both panels. It doesn't work if she says "you rolled it back, right?" in the first panel and just "right?" in the second.
Just Passed Data Management and Design Architecture First Try!
I just gotta celebrate this one. Been on the platform for about 4 years no prior software knowledge save a few simple wordpress builds and simple electronics classes. I'm 3/3 on my tests (including PD1 and PAB) and am shooting for my last cert to secure the application architect.
Auto-Deactivate Users with Schedule-Triggered Flow
Schedule-Triggered flow is really useful, so I wrote another post to share a different use case. This one is to deactivate users automatically. Hope it helps!
Not perfect
I am just having a tough time as an admin. Anyone have any horror stories that can help build my esteem? I just want to know if it gets better. Sometimes I worry I am just not cut out for this. I make dumb rookie mistakes and it makes me feel so stupid when I know I am a good worker. Thanks
I love Apex - I hate Change Sets Setup and Configuration
I love programming in APEX, but the time to action for getting orgs the business processes they need it too long cumbersome based on the process I know at this point in time.
Is it visible to to leadership if a rep deletes an activity record from SFDC?
Is it visible to to leadership if a rep deletes an activity record from SFDC?
