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Step 1: Go to the Setup tab. Step 2: Click Customize | Opportunity | Fields under ‘Build.’ Step 3: Select the ‘Stage’ option.
- 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?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
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 to override delete/edit action link in Salesforce with apex?
Step 1 : Creating Visualforce Page with the Name of [Account] in that put some , apex, java-script and css code for the same. Step 2 : We have selected the above created Visualforce Page for Override properties for Delete/Edit action link. Please see the below screen shot for more details.
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 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 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 customize tasks in Salesforce?
Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...
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 I add 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.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
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.
What is activity object Salesforce?
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.
Visualforce
Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.
Trigger
You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.
