You can associate task with Custom Object. To enable this feature, you need to choose " Allow Activities" in the Customer Object Definition (Setup =>Create => select custom object => Edit => Optional Feature => check "Allow Activities") Once this is enabled, the Custom Object will appear in "Related To" (WhatID) dropdown list in Task page
How to create a custom object in Salesforce?
1 In your Salesforce org, click and select Setup to open Setup. 2 Click the Object Manager tab. ... 3 On the Object Manager page, click Create | Custom Object . 4 For Label, enter whatever you want to call your custom object. ... 5 For Plural Label, enter the plural form of your custom object name. More items...
How do I create a custom activity in Salesforce?
In Salesforce Classic Go to Setup. Enter Activities in the Quick Find box. Click on Activity Custom Fields. Click on New. In Lightning Experience Click on the gear icon on the top right. Click on Setup. Click on Object Manager. Enter Activity in the Quick Find box and click the Activitylabel to open the object's setup.
What are the different types of objects in Salesforce?
These standard objects are lead, opportunity, account, and contact . They’re a good starting point for organizing and categorizing your data. And then there’s info that’s specific to you and your type of business. You want to track that as well, so you create custom objects.
Is it possible to add activities to a custom object?
It will also work for custom object. But before this you need to allow the activities feature for that cusom object. To enable the feature, you need to choose " Allow Activities" in the Customer Object Definition (Setup =>Create => select custom object => Edit => Optional Feature => check "Allow Activities").
How do I add an activity to a custom object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
How do I create a custom task in Salesforce?
Since Events and Tasks are both part of the Activities object, you will need to create your custom fields at the Activities level....Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
How do I add a custom field to a task?
0:452:12How to Create Custom Fields for Tasks or Events | SalesforceYouTubeStart of suggested clipEnd of suggested clipClick the gear icon. And click setup on the top left click object manager type activity in the quickMoreClick the gear icon. And click setup on the top left click object manager type activity in the quick. Find click the activity label. On the left. Side click fields and relationships new in this
How do I add a task button in Salesforce?
Then determine what fields are displayed on the Activity timeline.Navigate to Setup > Object Manager > Locate your custom object. On your custom object, click Buttons, Links, and Actions in the left sidebar.Click New Action.Create a Quick Action on the Task object. Complete every field on this page.Click Save.
Can we create custom field on task object?
yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup-->Customize-->Activity-->Activity Custom Object].
What is the use of task object in Salesforce?
If a user relates the task to an object other than an account, Salesforce determines the account on the task as follows. Suppose that a user relates the task to an opportunity, a contract, or a custom entity that belongs to an account. Salesforce uses that object's account as the account for the task.
How do I create a custom object task?
Create an "Add Task" Quick Action on a Custom Object FollowNavigate to Setup > Object Manager > Locate your custom object. ... Click New Action.Create a Quick Action on the Task object. ... Click Save.More items...•
Can you add tasks to events in Salesforce?
In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users. You can also assign Tasks to multiple people, review Create Tasks in Bulk for Multiple People in Salesforce Classic. For details on viewing activities assigned to yourself or others see Tasks or Manage Events for more information.
Can I create new field on event object in Salesforce?
You cannot create fields directly in Task and Event object. You have to create in Activity. When you navigate to Task or Event fields in Setup, you may notice that there is not a New button to create new fields for that object. Instead, custom fields for Tasks and Events are created at the Activity level.
How do I create a task in Salesforce lightning?
0:021:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales.MoreHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales. Application go to tasks new tasks enter the name a gas on me to select the status.
How do I add a task tab to the activity in Salesforce?
Click on the object to customize. For this example we will use Event. Click on Page Layouts and then your current layout....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.
How do I create a custom object button in Salesforce?
First of all, make sure you have the proper permissions to create a custom button in Salesforce. Next navigate to Setup > Customize > [Select Object in question, e.g., Opportunities ] > Buttons, Links, and Actions. Next, select the New Button or Link button at the top of the page. Add the button label and name.