First, you have to create the field under Activity in the Object Manager Object Manager is a subsystem implemented as part of the Windows Executive which manages Windows resources. Resources, which are surfaced as logical objects, each reside in a namespace for categorization. Resources can be physical devices, files or folders on volumes, Reg…Object Manager
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Create Your Own Activity Actions
- Log a Call.
- Send Email.
- Create a Record.
- Update a Record.
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!
What are the global quick actions in Salesforce lightning experience?
The Global Actions menu () in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout, except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.
Where does the event fall on the Salesforce activity list?
For some quirky reason, the Event falls from the Upcoming & Overdue section to the Past Activities at the start time of the Event. So, a meeting (or Event) in Salesforce tagged as Tuesday, October 12, from 3:00 pm to 4:00 pm sits in Upcoming right up until 3:00 that day, and then the second after 3:00 pm it falls into Past Activities.
What is Salesforce activity and why is it important?
It’s a massive time saver and significantly minimizes the administrative component of the sales role. The fourth and final Salesforce Activity is Email. Plain and simple, the user can choose to send emails right out of Salesforce.
How do I set up an activity 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 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 create an event in Salesforce lightning?
Creating an EventSelect the relevant page or page element.Select an event in the Events pane ( ). ... Click. and select an action in the Choose an Action list that appears.Set the other available properties for the action, such as: ... Click Save.Add more actions if required.
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 log activity in Salesforce lightning?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
How do I add an activity to a page layout in Salesforce?
Add the Custom Actions to Page Layouts From Setup, click the Object Manager tab. Click Opportunity, then click Page Layouts. Edit each opportunity page layout that's assigned to the opportunity task record type. Select Salesforce1 & Lightning Actions in the page layout editor's palette.
How do I create a task and event in Salesforce?
0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click tasks on the right of the currently selected list view click the gear icon. And selectMoreModel click tasks on the right of the currently selected list view click the gear icon. And select new create a list view.
What is the difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
What is event in lightning?
A component event in the lightning component is an event that is fired by another lightning component. A component event can either be managed by the component itself or it can be managed by any of another component that is already present in the hierarchy that gets that particular event.
How do I add a field to an activity in Salesforce?
In Lightning ExperienceClick 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 add actions to activity timeline in Salesforce?
Resolve the missing ActionsClick your avatar.Select Settings.Go to Display & Layout.Look for Record Page Settings.Check if the setting is set to Activity Timeline.
How do you add log a call to activity in Salesforce lightning?
0:184:03Salesforce Lightning 101.2 Log a Call - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what we're going to do is to go here in the activity. And you can see even if we're in details.MoreSo what we're going to do is to go here in the activity. And you can see even if we're in details. This is still here. So we want to do is to go to activity log a call. And that creates this panel.