On the object which you want to add this/remove other buttons Go to the page layout for the object, for example the Contact object. Edit the page layout Go to the related list called Activity History
- In Salesforce.com, click Setup.
- In the Build section, click Customize > Activities. ...
- On the Activities page, click Add a custom field to activities.
- On the Activity Fields page, you can see all the custom fields you already have.
How to configure activity timeline and related list in Salesforce?
Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want. If you select the Activity timeline, The Activities will continue to come as it was till spring’19. Your action will come under Activity Component on your record Page.
How do I get the history of a Salesforce field?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
How to add related list single in Salesforce Lightning page layout?
Salesforce has given you a standard component called Related List Single. All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Once done, Save the page and activate it for the users you want.
How do I see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
How do I add an activity in Salesforce?
From Setup, enter Actions in the Quick Find box, then select Global Actions | New Action. From Setup, on the Object Manager tab, select an object, then select Buttons, Links, and Actions | New Action....Create Your Own Activity ActionsLog a Call.Send Email.Create a Record.Update a Record.
Can we create report with activity history in Salesforce?
Using report builder, you can create activity reports that show activities related to another type of record. For example, a custom Activity with Leads report shows activities associated with leads.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How do I track activity in Salesforce?
Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria - just update the records!More items...•
How do I add actions to activity timeline in Salesforce?
Resolve the missing ActionsClick your avatar.Select Settings.Go to Display & Layout.Look for Record Page Settings.Check if the setting is set to Activity Timeline.
How do I create a daily activity report in Salesforce?
Salesforce.com for dummies: Creating daily reportsCreating daily reports.Developing Reports with the Wizard.Building a report from scratch.Click the Create New Custom Report button.Select the data type you want to report on, and then click Next.Select the radio button for the type of report that you want.
How do I make an activity report?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
What is daily activity report?
An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.
How do I customize my activity in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.