There is a standard component -> related list - single in the same layout. Please add that as shown below Drag the component to your page layout as per the requirement select the type as ' activity history ' for the related list in the right options columns. repeat the same for open activities.
What happened to the open activities list in Salesforce?
As part of Salesforce improvements, the Open activities and Activity history' related lists are replaced by the Activity Timeline on objects such as accounts, contacts, contracts, leads, opportunities, and activity-enabled custom objects.
What are related list and activity timeline in Salesforce Lightning?
Also, both the related list shows the record created by users. In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created.
Why can't I see open activities and activity history in lightning experience?
In Lightning Experience, When you navigated to a Standard Object's related list such as Account you will not find the Open activities and Activity history in the related lists and related quick links. But, when you access the Case or Asset Object, you will be able to see the said related lists.
How to configure lightning experience transition assistant in Salesforce?
Steps to follow:- Click on setup and search for Lightning Experience Transition Assistant. 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.
How do I add activity history in Salesforce?
In Salesforce.com, click Setup. In the Build section, click Customize > Activities. Make sure you click just the “Activities” link--don't click the drop-down beneath “Activities”. On the Activities page, click Add a custom field to activities.
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 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 customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity...From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items...
How do you add activity and chatter on a lightning page?
0:081:20How to Add Chatter to a Lightning Page in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo from here we'll click the gear icon. And then click edit page and then let's say we want to addMoreSo from here we'll click the gear icon. And then click edit page and then let's say we want to add shatter to this set of tabs. We'll click add tab. Select chatter hit done click on the tab.
How do I add actions to Activity tab in Salesforce?
Click on Page Layouts and then your current layout. Select Mobile & Lightning Actions from the list....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 see activity timeline?
0:023:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs well as completed tasks and activities such as a call that i logged previously today this is theMoreAs well as completed tasks and activities such as a call that i logged previously today this is the activity timeline it appears. Below the activity tab where you can perform new activities.
What is an activity timeline?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
Open Activities and Activity History Related List in Lightning Experience
As migrating to Lightning from Classic, You will get confused with the way task, event and log a call are different in Lightning.
Approach-1
Summer 19 comes with a feature where you can configure the activities view on record pages. Steps to follow:-
Approach-2
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.
What is activity timeline?
Yup, the activity timeline is a productivity enhancer right out of the gate. But to be a truly useful tool, it needs to show your sales users the information that they care about. Fortunately, it’s point-and-click fast to configure many of the fields that appear in the timeline.
Why doesn't the subject field appear in the details section?
Even though the Subject field (1) is in the task compact layout, the field doesn’t appear in the details section because it automatically appears in the task’s first row. The Related To field (2) doesn’t appear in the details section either because it’s included in the activity summary on the second row.
