Why is task action missing in Salesforce Stack Exchange?
To resolve the issue, you will have up update the Record Type to be set to a default value that is one of the custom record types. –Master– will not work. Note: If you have no custom record types for these objects (Tasks, Events) then you won’t be able to select any Record Type.
How to create multiple tasks in Microsoft Office?
1: Create multiple tasks for multiple Leads, Accounts, Contacts, Opportunities and Cases. Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add Button ‘Mass Update Tasks’.
How to add Actions to lightning in Salesforce Stack Exchange?
Make sure to perform the below steps to get the other actions displayed under the lightning Activities tab: Switch to classic > Object (Impacted) > Page Layouts > Add buttons/actions to Lightning and mobile section. Thanks for contributing an answer to Salesforce Stack Exchange!
How to mass update tasks and mass create tasks?
Steps to add/remove various standard or custom task fields to mass update tasks and mass create tasks page. Step 2: Edit Mass Update Tasks and/or Mass Create Tasks Field Sets and add/remove fields to Field Sets and Save. Contents of managed packages don’t count against your org’s app, tab, and object limits.
How to share task and activity in Salesforce?
Combine the sharing setting of Activity and your custom object you may do this. Set the Activity as Controlled by Parent, and then set your custom object sharing as private. Then only the one who has the permission to access the parent record can access the event or task on this record.
Are there task fields related to Salesforce calls?
Task fields related to calls are exclusive to Salesforce CRM Call Center. Also, query (), delete (), and update () aren’t allowed with tasks related to more than one contact in API versions 23.0 and earlier. reference Filter, Group, Nillable, Sort
How does visibility to task / event work in Salesforce?
Task or Event with rec type ‘s’ is visible to every one and task / event with rec type ‘h’ is visible only to certain users. Why not use Organization-Wide sharing setting?