Drag the actions you want to the Actions in the Publisher section. You can also drag actions to change the order in which they appear, and can drag off actions you don’t want. On the Case Feed page, up to approximately five or six actions are displayed in the publisher; the rest are included in the More drop-down list.
Full Answer
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.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.
How can I improve Salesforce Mobile and lightning experience actions?
Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout. Make sure your users have permission to create new tasks and events, log calls, and send email.
What is feeditem in Salesforce?
FeedItem represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts. This object is available in API version 21.0 and later. This object replaces FeedPost. FeedItem | Object Reference for Salesforce and Lightning Platform | Salesforce Developers
How do I view activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
How do I see activity in Salesforce lightning?
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.
How do I turn on 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 timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
Which activities can you view in the activity timeline?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
How do I query an activity object in Salesforce?
Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.
How do I enable shared activities?
How Do I Enable Shared Activities?Go to Salesforce.From Setup click Customize | Activities | Activity Settings.Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.Click Save.
How do I add an Activity tab in Salesforce lightning?
You need to check if the Activity Timeline is set up as the affected user's Default Activities View....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.
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.
