Required Editions.
- Click the Plus icon () to the right of your current tabs.
- If you want to see a list of just the tabs for a specific app, select that app from the View drop-down list.
- Click Customize My Tabs.
- In the Custom App drop-down list, select the app where you want the tab to appear.
- To add or remove tabs and change their order, use the Add, Remove, Up, and Down arrows.
- Click Save.
- If you added a tab to an app you’re not actively using, open that app to see your new tab.
...
- 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 to show Global Action in activity tab in Salesforce Lightning?
You need to associate a record type for global action in order to show those actions under the activity tab on the record page in lightning. If you do not, even after adding the global action in salesforce mobile and lightning action section on the page layout, the action will not appear in activities tab.
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 custom field in New event tab inside activities?
When you want to add a custom field in the new event tab inside activities on lightning record detail page layout, First check the button, link and action section under object manager of an object if there is any new event quick action or not. If there is not, then the new event action is a global action.
How to add custom fields to event layout in Salesforce?
First, you have to create the field under Activity in the Object Manager and assign it to the event layout. Next, in Setup, type Global Actions in the Quick Find box. There, you will see the New Event action. Click Layout next to the New Event action. There, you can add custom fields.
How to control Quick Actions in Activity Publisher?
How to add an extra field to a global action?
Can you edit global action layout?
About this website
How do I add an Activity tab in Salesforce?
Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
Is there an activities tab in Salesforce?
In Salesforce Classic There is no Activity tab. Activities can be created and tracked from related record. In lightning Experience Task list view is available, Tasks can be created from the list view.
How do you add activity components in Salesforce lightning?
In short, you need to enable the activity for that object. Go to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities. Once enabled, you should see the Activities component.
How do I add an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
How do I add an activity Email in Salesforce?
You can confirm this by doing the following: Go to the Publisher Layouts....Cannot see 'Send Email' button in Activity History in Experience Cloud SiteClick on Edit for Global Layout.Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout.Click Save.
Where is the Activity tab in Salesforce lightning?
To Show Activity Tab: Select Activity Timeline under Record Page Settings.
How do I customize tabs in Salesforce lightning?
To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.
How do you create tabs in lightning component?
Create a custom tab for this component.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Component Tabs related list.Select the Lightning component that you want to make available to users.Enter a label to display on the tab.Select the tab style and click Next.More items...
How do I add an event to my activity tab?
Check your record page settings and see if you are using Activity timeline or Related ListClick 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 add an activity to a related list?
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 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.
How do I see activity in Salesforce?
View Your User Activity in Marketing Cloud IntelligenceTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.
Salesforce: How to add fields to "New Event" under "Activity" tab in ...
Salesforce: How to add fields to "New Event" under "Activity" tab in Lightning?Helpful? Please support me on Patreon: https://www.patreon.com/roelvandepaarW...
Adding Custom fields to the Salesforce Activity Event Page Layout - OnceHub
Using ScheduleOnce to schedule for conferences, trade shows and other events; Multiple Team members accepting appointments without Event types; Using ScheduleOnce for room and resource scheduling without Rule-based assignment
How to control Quick Actions in Activity Publisher?
You can control which Quick Actions appear in the Activity Publisher by editing the "Salesforce Mobile and Lightning Experience Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
How to add an extra field to a global action?
In order to add an extra field on global action layout, you can go to setup and type global action and select and open the new event action and edit the page layout. Add the desired field to the new event global action layout.
Can you edit global action layout?
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
How to control Quick Actions in Activity Publisher?
You can control which Quick Actions appear in the Activity Publisher by editing the "Salesforce Mobile and Lightning Experience Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
How to add an extra field to a global action?
In order to add an extra field on global action layout, you can go to setup and type global action and select and open the new event action and edit the page layout. Add the desired field to the new event global action layout.
Can you edit global action layout?
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
