In Lightning Experience, on Tasks or Events records the Phone and the Email fields do not appear. Same fields are available in Salesforce Classic for Task and Event objects. If the Contact or Lead is associated with Tasks or Events, the Phone and Email fields will display in Lightning after you hover to Contact or Lead name.
Full Answer
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 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 Mark tasks as completed in Salesforce lightning experience?
Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
What happens when you send an email in Salesforce?
There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity. But here’s the thing. Very few users will ever use it, and who can blame them.
Is an email a task in Salesforce?
Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce.
What are tasks in Salesforce lightning?
Keep your to-do list in Salesforce and stay right on top of your deals and accounts. Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need.
What is the difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
How do I add an email to an activity in Salesforce lightning?
You can confirm this by doing the following: Go to the Publisher Layouts....Cannot see 'Send Email' button in Activity History in Experience Cloud SiteClick on Edit for Global Layout.Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout.Click Save.
What qualifies as a task in Salesforce?
Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.
What is email to Salesforce?
Email to Salesforce lets you track your sales-related emails in Salesforce. Relate emails that you send with external email applications to leads, contacts, opportunities, and other specific Salesforce records.
What is the difference between a task and event?
An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.
Is log a call a task or event?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
How is task different from an activity?
A task can be said to be any activity that is done with a particular purpose. On the other hand, an activity can be said to be a work that is done with no particular purpose in mind or with some purpose in mind. A task can also be called an assignment which someone has been assigned to do.
How do I enable email in activity in Salesforce?
1. Click the gear icon. 2. Click Setup....Set access level to 'All email' in Salesforce Classic:Click Setup.In the Quick Find box, enter Deliverability.Select All email for access level under 'Access to Send Email (All Email Services.)'
How do I add a task to an activity in Salesforce?
1:027:47New Task not appearing under Activity even though it is added ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd this is the new task we are looking at so if you click on that. And click Edit and we see hereMoreAnd this is the new task we are looking at so if you click on that. And click Edit and we see here like a type master. We're going to create master data type alright alright so we are clear on that.
How do I create an email quick action in Salesforce?
Create the Send Email quick action.From Setup, click the Object Manager tab. ... Click New Action.For Action Type, select Send Email.For Standard Label Type field, select a label for this action. ... The Name field is auto-filled. ... In the Description field, describe what this quick action does. ... Click Save.