To add a history related list, just drag and drop it into the page layout using the standard editor: Once you've saved the page layout, you'll see the history related list show up on the record detail page: That's all there is to it! Add related history lists to any object where you're tracking history.
Full Answer
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 do I create a list button in Salesforce?
Create a button as a list button. After Creating the button, from setup go to Activity search layout and add the button so that user can see it. Go to the page layout for the object, for example the Contact object. There you can remove standard buttons (ie the mail merge) and add your custom button you created in step 1.
Can a user be invited to an event in Salesforce?
They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?
What are task/event features 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. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
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 add activity history to Salesforce lightning?
Approach-1. 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.
How do I add an activity to a related list?
0:033:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipManagement is to see the activity timeline. Now i'm on an opportunity record and i've got myMoreManagement is to see the activity timeline. Now i'm on an opportunity record and i've got my activity tab selected here and it's from here that you can perform traditional activities inside of
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 I add a task related list in Salesforce?
Configure the Tasks Related ListsFrom the page header, click the gear icon. ... In the Tabs component, select the Tasks related list. ... Select an instance of the Task Related List component, such as Completed Tasks, and then in the Properties pane, change the value of the Show New Button field.Save your changes.
How do I change the activity section in Salesforce?
0:112:01Adding Custom fields to the Salesforce Activity Event layoutYouTubeStart of suggested clipEnd of suggested clipIn your Salesforce account go to the setup area in the platform tools section click objects andMoreIn your Salesforce account go to the setup area in the platform tools section click objects and fields then click object manager in the object manager list select event on the event page select page
How do I change the activity component in Salesforce?
Open Set Up and then the Object Browser. Click on the object to customize....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.
Which activities can you view in the activity timeline in Salesforce?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
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.
