How do I add an activity in Salesforce? From Setup, enter Actions in the Quick Find box, then select Global Actions | New Action. From Setup, on the Object Manager tab, select an object, then select Buttons, Links, and Actions | New Action. Log In to reply.
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 can I do in manage Salesforce sites?
Manage Salesforce Sites Standard Pages Creating Site.com Pages Editing and Working With Site.com Page Elements Adding Page Elements to Pages as a Contributor Deleting Languages Adding Custom Code to Pages View the CommunityBranding Style Sheet Site.com Tab Overview Editing Content Blocks as a Contributor Adding Anchors to Pages in Design Mode
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.
What features are supported by Salesforce connect?
More Features Supported by Salesforce Connect Salesforce Connect Identity Type for External Data Sources Define an External Data Source for Salesforce Connect—OData 2.0 or... General Limits for Salesforce Connect
How do I add an activity to a page layout in Salesforce?
Add the Custom Actions to Page Layouts From Setup, click the Object Manager tab. Click Opportunity, then click Page Layouts. Edit each opportunity page layout that's assigned to the opportunity task record type. Select Salesforce1 & Lightning Actions in the page layout editor's palette.
Can users customize their home page in Salesforce?
It is possible for System Administrators to create custom Home Page Layouts, and assign the layouts to users based on their user profile.
How do you add activities to a lightning page?
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.
Is there an activities tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
How do I customize my homepage in Salesforce?
Customize the Home PageFrom 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.
What should I put on my Salesforce homepage?
You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard's components.
How do I add an activity component in Salesforce?
Salesforce: Activities & Chatter componentGo to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.Once enabled, you should see the Activities component.Chatter.More items...•
How do I add an activity type in Salesforce?
SetupNavigate to Salesforce.com and click on Setup in the top right corner.Click Customize.Click Activities.Click Task Fields.Click Type.You are now at the Task Type Picklist. Make sure there isn't a 'Default' selected.Make sure there's a Type value listed for Email, Call, and Reply.
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.
How can I see my activities in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T.
How do I change the Activity tab 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 customize tabs in Salesforce lightning?
To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.
Build a Winning Salesforce Homepage
To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.
Pro tip 1: Ask users open-ended questions about the existing homepage
Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.
Pro tip 2: Wait five seconds after each response during interviews
This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.
Pro tip 3: Group homepage learnings into themes and tie each to action items
After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:
Pro tip 4: Sketch out a homepage
Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.
Pro tip 5: Ask users open-ended questions about the new homepage
A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”
Pro tip 6: Stay open to hanging in there if constructive criticism arises
The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.
