Can we create a new field on task object in Salesforce?

Can we create a new field on task object in Salesforce?

yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup–>Customize–>Activity–>Activity Custom Object].

How do I add a task type in Salesforce?

Add Custom Task Types

1. From the object management settings for Activity, go to Fields & Relationships.
2. Click TaskType.
3. In the Values section, click New.
4. Add one or more picklist values in the text box.
5. Select Care Plan Task so that the new values are associated with the TaskType picklist.
6. Save your changes.

How do I change task layout in Salesforce?

Customize the Tasks or Event pages

1. Click your name | Setup | App Setup | Customize | Activities.
2. Select Task Page Layouts or Event Page Layouts.
3. Click Edit on the page layout to customize.

Can we approve records from Chatter in Salesforce?

Enable Approval Requests in Chatter From Setup, enter Chatter Settings in the Quick Find box, and then click Chatter Settings. Click Edit. In the Approval Posts section, select Allow Approvals.

How to setup custom fields in tasks to setup Salesforce?

One on One meeting software, WideAngle, provides information on how to setup salesforce using custom fields in tasks making the sales process defined. This post is for the business owner looking to efficiently setup Salesforce. Today, we’re going to tackle the task of creating Custom Fields in Tasks. Why Custom Fields in Tasks to Setup Salesforce?

How to add custom fields to task object?

Added to Inspita’s comments. yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup–>Customize–>Activity–>Activity Custom Object]. Hope this helps. Added to Inspita’s comments. yes, you can add custom field to Task object. You need to add those fields to Activity object.

How to delete a custom field in Salesforce?

To request immediate deletion of fields, contact Salesforce Support. From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click New.

How to create a field name in Salesforce?

Salesforce populates Field Name using the field label. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.