In Salesforce Classic Original Setup User Interface Click your name | Setup | App Setup | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. Improved Setup User Interface Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts.
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Customize the Tasks or Event pages
- Click your name | Setup | App Setup | 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 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 quick actions work in Salesforce?
Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Mobile and Lightning Experience Actions section. You can create new Quick Actions, and edit existing ones, in Object Manager under Buttons, Links, and Actions for an object.
How do I change activity history in Salesforce?
you can change the list of fields you see in the activity history section by editing the lead page layout. in your page layout go to the activities related list section and in the settings you can change and reorder the columns.
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 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 the activity layout in Salesforce lightning?
Open set up and type Global Actions in the Quick Find box....Salesforce – Edit fields and layout in the Lightning Activities...Drag a field from the top list to the position you want it on the screen.Drag fields to new positions on the screen.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 an activity timeline in Salesforce?
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.
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 an activity in Salesforce?
Activities are the events and tasks that your sales reps manage in Salesforce. Lightning Experience helps reps get prepared for any meeting and know which task is the highest priority right now.
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.
How do I edit Salesforce Mobile and lightning experience actions?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
How do I edit tabs in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
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.
