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. Click New to add a new one. In Salesforce Lightning Navigate to Setup. Select the Object Manager tab at the top of the screen, then click the Activity label.
- 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 Activity label to open the object's setup.
- On the left side, click on Fields & Relationships.
- Click on New.
How do I create custom fields in Salesforce lightning experience?
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.
How to add new activity in Salesforce Mobile and lightning experience?
As you want to add Log a call, New task, New event action on the activity tab, You can add it through adding these actions to salesforce Mobile and Lightning experience action by editing the page layouts. Thanks for contributing an answer to Salesforce Stack Exchange!
How to create and test custom fields in Salesforce objects?
In the same scenario, salesforce uses this technique to store customer data. To create and test custom fields in Salesforce objects in the Lightning platform, you need to Sign Up for a free trailhead account. Login to your Trailhead Account and launch the Trailhead Playground.
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.
Can you add custom fields to tasks Salesforce?
yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup-->Customize-->Activity-->Activity Custom Object].
How do I change the activity field in Salesforce lightning?
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 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 you add a field in activity?
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 you add an activity to a lightning page?
Noticeably this happens to users who haven't change their Record Page Settings yet....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.
How do I add a field in lightning component?
Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page. Select your C-sharp corner object in the Object manager Lists. Choose the Text Field data type radio button for Author Name Field and then Click Next to the Field details page.
How do I add a field to an activity history in Salesforce?
In Salesforce ClassicIn 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 do I add a field to an activity timeline in Salesforce?
Required Editions and User PermissionsFrom 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.Click Save.More items...
How do I add an activity type in Salesforce?
SetupNavigate to Salesforce.com and click on Setup in the top right corner.Click Customize.Click Activities.Click Task Fields.Click Type.You are now at the Task Type Picklist. Make sure there isn't a 'Default' selected.Make sure there's a Type value listed for Email, Call, and Reply.
Where is the Activity tab in Salesforce lightning?
To Show Activity Tab: Select Activity Timeline under Record Page Settings.
Can you associate custom field set to a task field?
Associate a Custom Field Set with an Activity Once you've created a custom field set, you can add it as the data type for a field in any custom activity. Navigate to My Profile>Settings>Leads>Custom Activities and Scores. icon alongside an activity (you can also follow the same steps while creating a new activity).
How to create custom fields in Salesforce?
Step 1. Login to your Trailhead Account and launch the Trailhead Playground. Step 2. Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page. Step 3.
What is Salesforce custom field?
In Salesforce, custom fields are like the Records column in the Database table. Salesforce objects are tables in the database . In the same scenario, salesforce uses this technique to store customer data.
How to make a C-sharp corner in Lightning?
Step 2. Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page. Step 3. After you entered in Setup page, Click the Object Manager at the top of the Navigation menu. Step 4. Select your C-sharp corner object in the Object manager Lists. Step 5.
Is Salesforce a SaaS?
Salesforce is a cloud-based CRM company . It can provide CRM as Saas (Software as a Service) in a cloud environment. It also can provide many services such as a service cloud, marketing cloud, Sales Cloud, Analytics, Lightning mobile apps, etc. In my previous article, I explained how to create a custom object in the Lightning platform.