- From the object management settings for Activity, go to Fields & Relationships.
- Click TaskType.
- In the Values section, click New.
- Add one or more picklist values in the text box. ...
- Select Care Plan Task so that the new values are associated with the TaskType picklist.
- Save your changes.
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 do I edit the Salesforce activities data model?
Go into Salesforce Object Manager, and you will see all three in the list: Activity, Tasks, Events. However, when looking at the Salesforce Activities data model, you will only see two featured: Tasks and Events. Here’s a table that outlines where you need to go to create/edit the following configuration:
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.
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.
How do I add activity type to Salesforce lightning?
In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.
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 add an activity component in Salesforce?
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.
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 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 create a custom field in tasks?
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
Can we create new field on event object in Salesforce?
You cannot create fields directly in Task and Event object. You have to create in Activity. When you navigate to Task or Event fields in Setup, you may notice that there is not a New button to create new fields for that object. Instead, custom fields for Tasks and Events are created at the Activity level.
How do you add a field to a new event under Activity tab in lightning?
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.
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.
