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.
- Click on the gear icon on the top right.
- Click on Setup.
- Click on Object Manager.
- Enter Activity in the Quick Find box and click the Activity label to open the object’s setup.
- On the left side, click on Fields & Relationships.
- Click on New.
Table of Contents
How to add custom fields to event layout in Salesforce?
First, you have to create the field under Activity in the Object Manager and assign it to the event layout. Next, in Setup, type Global Actions in the Quick Find box. There, you will see the New Event action. Click Layout next to the New Event action. There, you can add custom fields.
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 to add the activity event status and cancel/reschedule reason fields in Salesforce?
To add the Event status and the Cancel/reschedule reason fields to the Activity Event layout in Salesforce, you will need: A Salesforce Administrator for your organization. An installed ScheduleOnce connector for Salesforce. Sign in to Salesforce as your API user. Go to the Setup page.
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 we create new field on 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.
How do I add a field to an activity timeline in Salesforce?
Required Editions and User PermissionsFrom 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.Click Save.More items…
How do you add a field to a new event on activity tab?
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.
How do I add a field to a display in Salesforce?
From Setup, select Customize and then click the Salesforce object that you want to add the fields to. Click Add a custom field. Add a field in which to store the Einstein Discovery outcome information. In the Custom Fields & Relationships section, click New.
How do I customize my activity in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
How do I edit an activity component in Salesforce?
Open Set Up and then the Object Browser. Click on the object to customize….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.
How do I add activity type to Salesforce lightning?
In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.
How do I add an Activity tab in Salesforce lightning?
You need to check if the Activity Timeline is set up as the affected user’s Default Activities View….Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
How do I edit Salesforce Mobile and lightning experience actions?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
How do I add a field to a list view?
Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save.
How do I add a column in Salesforce?
To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.
How do I add a field to a related list?
Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. … Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. … If desired, select other page layouts to apply your related list customizations to.More items…
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.
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
