You can remove New Task/Event button from home page. Here is the flow... Go to Search --> type Home page Layouts --> deselect Calender checkbox and New Task then click on Next --> Next --> then save it.
How to remove Home tab from customer portal in Salesforce?
You can not remove Home tab from customer portal as well as in your salesforce org. This is default landing page but you can change the default landing tab to other tab. Neither you can override the home tab nor rename the home tab. Only one thing you can do about home tab that you can create own custom page layout for home tab.
How to add contents to home page in Salesforce?
If you want to add contents to home page, then create a home page components and add them to home page layouts. To create home page component & access home page layouts, go to: Setup -> App Setup -> Customize -> Home -> Home page Components.
How do I create a support page in Salesforce Lightning app?
From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.
Should I hide the Home tab in my Visualforce portal?
If you are planning to use all visualforce pages and build a complete customized portal, then you could definitely hide the home tab.
How do I edit task layout in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
How do I delete tasks in Salesforce?
You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.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 manage tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
Can you delete multiple tasks in Salesforce?
You can only delete up to 250 items at one time.
How do I delete an archived task in Salesforce?
Archived activities can be exported and/or deleted through API with Data Loader. To delete an archived activity you must have their record Ids which can be obtained directly from the record, through a report, or exporting the information with the Data Loader.
How do I add a task to a dashboard in Salesforce?
Click the Object Manager tab. Type task in the Quick Find box, and then select Task in the table. Click Fields & Relationships. Enter type in the Quick Find box, and then select Type in the table.
Where are my tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
What are open tasks in Salesforce?
Open Tasks have a due date within the last 30 days. Is that task from beyond a month ago? If it is, it will only show up under overdue tasks. To better understand your views, you should open up your list filters.
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 WhatId and WhoId in Salesforce?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
How do I stay organized in Salesforce?
4 Tips to Keep Your Salesforce Instance OrganizedData Security Tips in Salesforce. ... Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized. ... Streamline Your Processes in Salesforce. ... Set Up Automation so You Don't Have to Work Weekends.