Click "Mobile & Lightning Actions" at the top panel then drag the "Log an Activity" action to the "Salesforce Mobile and Lightning Experience Actions" section, also remove the "Log a Call" action if exist. Click the Save button when done. Now you should see the "Log an Activity" tab (with Area field) under Activity in Contact.
How to work efficiently with Salesforce lightning experience?
Work efficiently with calendar events. Identify two places from which you can send email in Lightning Experience. When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
What is activity timeline in Salesforce lightning experience?
Activity Timeline When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities. In Lightning Experience, the details in those lists are surfaced in a more intelligent way in the activity timeline.
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 is list email in Salesforce lightning experience?
In Lightning Experience, you start from a saved list view, where your list has already been filtered to focus on a group of recipients. In the list email, you can include templates and merge fields, as well as attachments (2), to be even more efficient.
How do I log activity in Salesforce?
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.
Where is the Activity tab in Salesforce lightning?
Under Display & Layout, click Record Page Settings. Select Activity Timeline as your Default Activities View.
How do I add an Activity tab in Salesforce lightning?
Select Settings. Go to Display & Layout. Look for Record Page Settings. Check if the setting is set to Activity Timeline.
How do I add activity history in Salesforce?
In Salesforce.com, click Setup. In the Build section, click Customize > Activities. Make sure you click just the “Activities” link--don't click the drop-down beneath “Activities”. On the Activities page, click Add a custom field to activities.
Is there an activity tab in Salesforce?
You may wonder where the Activities tab is in Salesforce, so you can see a list view of activities. You can see the task list and calendar on the home page but what if you would like to see all of your tasks and events in a list.
What is activity timeline 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 you add activity and chatter on a lightning page?
How to add Chatter Post in Lightning Experience?Click Setup.Click Feature Settings.Click Chatter.Click Feed Tracking.
How do I add actions to Activity tab in Salesforce?
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 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...
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 Lightning Experience?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. And it’s easy to keep these templates up-to-date.
What is shared calendar?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule. When a coworker views your calendar, the details they can see are determined by the default access level.
Can you add multiple calendars at the same time?
Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars. Shared calendars make it easy to see when events overlap.
Configure the Fields that Appear in the Activity Timeline
Yup, the activity timeline is a productivity enhancer right out of the gate. But to be a truly useful tool, it needs to show your sales users the information that they care about. Fortunately, it’s point-and-click fast to configure many of the fields that appear in the timeline.
Getting Under the Hood with Compact Layouts
As we’ve seen, event, email message, and task compact layouts define the fields that appear in the details section of activities in the timeline. But there isn’t always a 1-to-1 mapping of fields in a compact layout to the fields that appear in the details section. Instead, business logic determines which fields are appropriate to display.
The Hardest Working Layout in the Lightning Business
When configuring the activity timeline, keep in mind that event and task compact layouts also define the fields that are displayed in other places, including:
Enjoy Lightning Experience and the Activity Timeline!
Now that the activity timeline is customized for your sales users, they’ll be especially eager to try Lightning Experience. Stay tuned for the next post in this series, where we’ll look at configuring the activity composer to include all the quick actions your team needs.
