The standard Salesforce list view only gives the option to sort on one column at a time. All you would need to do for that is simply click the column header and it will change sorting. If you want to be able to do both - I would suggest replacing the standard list view with your own custom list tab layout.
Full Answer
How to configure activity timeline and related list in Salesforce?
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. Your action will come under Activity Component on your record Page.
How to add related list single in Salesforce Lightning page layout?
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.
Is there a way to modify the page layout in Salesforce?
I eventually had to open a ticket with Salesforce to get this resolved. There is a way to modify this in the Page Layouts, but the change I was trying to implement wasn't working due to a bug. So if you can't modify it the way you want by modifying the page layouts / related list section, you could be having the same problem I was.
How do I sort contacts by first name?
When I click the "Contact Name" field and select "Ascending" in the Page Layout editor, the Contacts sort by First Name. For example, "Aaron Zimmerman" would show at the very top of the Contact List instead of at the bottom. This isn't very helpful for our users and makes finding duplicate difficult.
How do I change the sort order in Salesforce?
Change the Sort OrderClick the actions menu for the measure you want to sort. For dimensions, click the actions menu in chart, compare table, or pivot table mode.Select Sort descending or Sort ascending. If the measure or dimension is already sorted, you can unsort it by selecting Clear sort.
How do I sort activity history in Salesforce?
Can we sort Salesforce Activity History?Create Custom Button in Task. Setup - Customize - Activities - Task Buttons, Links, and Actions. ... Add Custom Button into Account or Contact or other object page layout. Edit the Layout, scroll to Related Lists and look for Activity History.Save the Page Layout and Done.
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 sort data in Salesforce?
Sort by Record Count values using a Roll-Up Summary Field (RSF) To sort any report by a Record Count value, create a Roll-Up Summary Field (RSF) to calculate the total Record Count of a related list underneath the object you're trying to rank. If you're new to using RSFs, see our "Roll-Up Summary Field" documentation.
How do you add an open activity list in lightning?
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 see open activities in Salesforce?
My activities in Salesforce appear as "Open Activities" instead of in the "Activity History"In SFDC, go to Setup > App Setup > Customize > Activities > Task Field. ... In the Task Status Picklist Values list, check if you have a "Completed" value. ... You need to create the "Completed" value.More items...
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.
How do I set up activities in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
What is Salesforce 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.
Can we sort a list in Salesforce?
You can sort list elements and the sort order depends on the data type of the elements. Using the List. sort method, you can sort elements in a list.
How do I sort list of sObjects?
sort() If you have a list of sObjects you can use a standard method sort() . The List. sort method sorts sObjects in ascending order and compares sObjects using an ordered sequence of steps that specify the labels or fields used.
How do I get records in ascending order SOQL?
Use the optional ORDER BY in a SELECT statement of a SOQL query to control the order of the query results, such as alphabetically beginning with z. If records are null, you can use ORDER BY to display the empty records first or last.
Wednesday, December 18, 2013
Can we sort Salesforce Activity History? Until Summer '14 release, users cannot sort related list manually (including Activity History), and admin also not able to change the default sort. Activity History is always sorted by Due Date (or ActivityDate in API name) in descending order.
Can we sort Salesforce Activity History?
Can we sort Salesforce Activity History? Until Summer '14 release, users cannot sort related list manually (including Activity History), and admin also not able to change the default sort. Activity History is always sorted by Due Date (or ActivityDate in API name) in descending order.
What is Brandon's sorting rule?
Brandon uses this attribute in a sorting rule to make sure products within a certain category sort exactly the way he wants. To create this sorting rule, he needs to do two things.
Who explored how sorting rules work in the last unit?
Brandon Wilson explored how sorting rules work in the last unit. Now he wants to develop a strategy that connects shoppers with the products they want to buy, while maximizing his company’s return on investment. He focuses on these result types.
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.
