Where is Activity 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 add an activity in Salesforce?
How to Create a Task in Salesforce
- Enter a name in the Search bar for the record to which you want to link the task and click the Search button.
- Click the name of the record you want.
- Select Create New Task from the sidebar or click the New Task button on the Open Activities related list of a record, as shown.
How do you add lightning component to page layout?
Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.
How do I change the Activity tab in Salesforce lightning?
Salesforce – Edit Tabs in the Lightning Activities Sidebar
- Open Set Up and then the Object Browser.
- Click on the object to customize. For this example we will use Event.
- Click on Page Layouts and then your current layout.
- Select Mobile & Lightning Actions from the list.
How do I add an Activity tab in Salesforce lightning?
Activity tab not available on Lightning Record page for users
- Click your avatar.
- Click Setting.
- Under Display & Layout, click Record Page Settings.
- Select Activity Timeline as your Default Activities View.
- Click Save.
How to add tabs to Lightning record page?
Now that you have your actions, you’ll need to edit your existing or create a new Lighting Record Page. Add the Tabs Lightning Component to the page layout, naming the tabs to match your field groupings. Add the Related Record Lightning Component to each tab, selecting the appropriate Update Action to match your tab name. Save/Activate.
How are record detail fields displayed in Lightning?
Add the Related Record Lightning Component to each Tab, configuring it with the corresponding Update Action and then Save/Activate. The Result: Record detail fields are now displayed in tabs instead of down the page, allowing users to quickly see fields in groupings rather than scrolling.
Is the log a call button missing in lightning experience?
I found that New Task, Log a Call buttons are missing from the activity in Lightning experience. I did added them to Mobile and Lightning Experience Actions section of the page layout. And also we have record types for Task object.
How to add tabs to related object records?
View/Edit Related Object Record: For any lookup field on the object you are viewing, create a quick action on that related object. You can add that Update Quick Action to the Related Records component, pulling key fields from a related record onto the tab layout for users to interact with from the current record.