Adding Custom fields to Activity Event Page Layout in Salesforce
- Sign in to Salesforce as your API user.
- Go to the Setup page.
- In the Platform Tools section, go to Objects and Fields -> Object Manager (Figure 1).
Figure 1: Object Manager in the… - In the Object Manager list, select Event (Figure 2).
Figure 2: Event in the Object Manager list - Click Save.
…
Create custom fields for Tasks or Events
- Go to Setup.
- Enter Activities in the Quick Find box.
- Click on Activity Custom Fields.
- Click on New.
Table of Contents
How to add custom fields to activity event page layout in Salesforce?
Adding Custom fields to Activity Event Page Layout in Salesforce. Sign in to Salesforce as your API user. Go to the Setup page. In the Platform Tools section, go to Objects and Fields -> Object Manager (Figure 1). In the Object Manager list, select Event (Figure 2). On the Event page, select Page …
How do I create an event in Salesforce API?
Sign in to Salesforce as your API user. Go to the Setup page. In the Platform Tools section, go to Objects and Fields -> Object Manager (Figure 1). In the Object Manager list, select Event (Figure 2).
How do I add custom fields to events and tasks?
Since Events and Tasks are both part of the Activities object, you will need to create your custom fields at the Activities level. In Salesforce Classic Go to Setup. Enter Activities in the Quick Find box.
How do I delete or add fields 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.
Can I create custom field in event object 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 new field to an event object in Salesforce?
You cannot create fields directly in Task and Event object. You have to create in Activity. When you navigate to Task or Event fields in Setup, you may notice that there is not a New button to create new fields for that object. Instead, custom fields for Tasks and Events are created at the Activity level.
Can you add tasks to events in Salesforce?
In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users. You can also assign Tasks to multiple people, review Create Tasks in Bulk for Multiple People in Salesforce Classic. For details on viewing activities assigned to yourself or others see Tasks or Manage Events for more information.
How do I create a new event type in Salesforce?
From the object management settings for Person Life Event, go to Fields & Relationships. Select Event Type. Under Event Type Picklist Values, click New, and then add the new event types. Save your changes.
How do I add a custom field to a standard object?
Go to object manager and choose the object on which you wanted to create fields. Then click on the fields and relationship of that object. Click on the new , select custom field type click on next. Now enter field name and label you can also add description and help text as per your use.
How do I change the activity field in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
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 create a task and event in Salesforce?
0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click tasks on the right of the currently selected list view click the gear icon. And selectMoreModel click tasks on the right of the currently selected list view click the gear icon. And select new create a list view.
How do I enable tasks and events in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
How do you make an event in lightning component?
To create a component event in salesforce, navigate File -> New -> Lightning Event in developerconsole. Name the event, enter the description and click submit to create lightning event. The attribute type is the one that will differentiate Component event from Application event. The events can be fired from controller.
How do I create a recurring event in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit.
How do you add a field to a new event under Activity tab in lightning?
In order to add an extra field on global action layout, you can go to setup and type global action and select and open the new event action and edit the page layout. Add the desired field to the new event global action layout.
Adding Custom fields to the Salesforce Activity Event Page Layout
The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules.
Salesforce Activity Events
When a booking is made, a Salesforce Activity Event is always created and related to a Salesforce Lead, Contact, or Case record. The creation of the Activity Event is only the first step in the booking lifecycle.
Requirements
To add the Event status and the Cancel/reschedule reason fields to the Activity Event layout in Salesforce, you will need:
How long does it take to delete a field in Salesforce?
The delete process runs only when the queue is full, so it can take days or weeks to start. In the meantime, the deleted fields are still counted as part of the limit. To request immediate deletion of fields, contact Salesforce Support.
Can you edit a field in Portal?
Users can read and edit the field. Users can read but not edit the field. Users can’t read or edit the field. When you create a custom field, by default the field isn’t visible or editable for portal profiles, unless the field is universally required.