Hover over the field and use the wrench and dash icons to remove/edit the field Drag a field from the top list to the position you want it on the screen. Drag fields to new positions on the screen
- Click Setup | Build | Customize | Activities.
- Select Task Page Layouts or Event Page Layouts.
- Click Edit on the page layout to customize.
What are the activities reports in Salesforce?
Activities Reports Enable Shared Activities Create Tasks in Bulk for Multiple People in Salesforce Classic Activity Reminders and Notifications in Salesforce Lightning... Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities
How do I track activities in Salesforce classic?
Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities Enable Roll Up of Activities to a Contact’s Primary Account Add Send an Email, Log a Call, New Event, and New Task Buttons to... Respond to Event Invitations Sent from Salesforce Classic
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.
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.
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 amend a task list?
Right-click on the task list and select Edit. A window will appear from where you can edit the details of the task list. Click Update to save the changes.
How do I create a custom task list in Salesforce?
Click on Tasks. You will be taken to a list of Tasks....Click the App Launcher menu.Search for Calendar.Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page).Click on the gear icon within the Events page.Click on New to create a custom Event list view.
How do I edit a task field in Salesforce?
Click on the gear icon on the top right. Click on Setup. Click on Object Manager....Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
How do I change a task list in SAP?
Go to IA05 (Creating General Tasklist), Click on the (Copy reference) icon, and in the pop-up > Selelct Equipment Task List > Give Equipment number and other details in the next screen and Save. Your Equipment Tasklist is copied to General Tasklist very easily.
How do you delete a task on a team?
To delete a task on the Board, select the three dots on the right side of the task card, and then choose Delete.
How do I add an activity in Salesforce?
From Setup, enter Actions in the Quick Find box, then select Global Actions | New Action. From Setup, on the Object Manager tab, select an object, then select Buttons, Links, and Actions | New Action....Create Your Own Activity ActionsLog a Call.Send Email.Create a Record.Update a Record.
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 the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I edit an event in Salesforce?
You can edit an event in several ways:To reschedule an event, in a calendar view, drag the event to a different time slot. ... Click Edit next to the event in an activities list view, an Open Activities related list, or an Activity History related list.More items...
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 a task?
0:382:12How to Create Custom Fields for Tasks or Events | SalesforceYouTubeStart of suggested clipEnd of suggested clipWe have put this link in the short description of this video for you log into the org. Click theMoreWe have put this link in the short description of this video for you log into the org. Click the gear icon. And click setup on the top left click object manager type activity in the quick. Find click
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.