- Enable Activities Tab: Click on "+" (right most tab) | 'Customize My Tabs' | Add the Activities Tab.
- Add "Mass Update Task" button to Activities list view: Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add ...
- To create multiple tasks for multiple records, add "Create Tasks" button to Leads, Contacts, Accounts, Opportunities and Cases list view.
How to create activities in Salesforce?
Before creating activities in salesforce we must understand which type of activity we have to create. Suppose if we want to schedule an activity which have specific location, time and duration there we create events. We are going to create an activity for Leads. To create activity select Leads Tab=> Select the Lead.
How do I create an activity tab in Visualforce?
The complete list of steps are: Select the Visualforce page for the tab, enter a Label, Name and tab style. You should now see your activities tab. You can also customise the views as normal. What Certification are you studying for now?
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 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 create 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 the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
Where is the Activity tab in Salesforce lightning?
To Show Activity Tab: Select Activity Timeline under Record Page Settings.
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.
How do you add activities to a lightning page?
Click on Page Layouts and then your current layout. Select Mobile & Lightning Actions from the list....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 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 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 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 I change the activity layout in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
What are Salesforce activities?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
How do I create 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 to an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
What is delegated activity in Salesforce?
Delegated activities are those which you have created but have assigned to someone else. You can also create new views.
What is enhanced list in Salesforce?
1. enhancedList: The tag that tells Salesforce that you would like to display a list. 2. Type: This is where you select which object should be listed, in this case we are using ‘Activity’. Remember in Salesforce terms, Activity includes both Tasks and Events. 3.
How many lines are there in VisualForce?
Even though it is only 3 lines to create the Visualforce code for the page, there are a few steps to getting the page to display as a tab within your application. The complete list of steps are:
What is the second line in Visualforce?
It is easy to understand as well. Apart from the standard <apex: page> tag that defines the start and end of the Visualforce page, the second line is the one that is does the work to display the activities list.
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.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.
When can we enable activities on required objects?
We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.
Can you create a follow up task in real time?
In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.
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.
