Do these steps twice to create both actions. Three things to achieve here in contact object’s page(lightning record page to be precise):1) Remove ‘New Task’ tab in activity componen(or toolbar)2) Remove ‘New Event’ tab too.3) Add new tab called ‘Appointment’ — as event. And check out other tips for setting up and customizing Lightning Experience by following the Pro Tip series: Tammy is a content architect at Salesforce. Click on Page Layouts and then your current layout. Some internal thoughts I have when I see these kind of requirements from clients.Client: Rename ‘New Event’ tab to ‘Appointment’.Me(in my head): It is same goddamn thing. | This will also count to 1 usage of Custom Tab. We know change management can be a full-time job for #AwesomeAdmin Trailblazers, and driving user adoption in Lightning Experience is no exception! To remove, click on the component and then select the X. On the right hand of the screen, under Lightning Components, find Related List Quick Links. You can create global custom actions (which generate activity records that don’t have a relationship to other records) or object-specific custom actions (which result in activity records that are related to the record where the action was performed). For example, if tracking follow-up on leads is a priority, put Log a Call first on leads; if you want to drive customer emails from accounts, put Email first on accounts. To manage Activities Sidebar Tabs: Open Set Up and then the Object Browser. To customize the composer, click the override the predefined actions link in the section. When you’re finished creating your custom activity action, remember to add it to the desired page layouts, as we covered earlier. You can help everyone feel at home in Lightning Experience by ensuring that the activity actions they use in Salesforce Classic are readily available. We’ll learn more about what defines an activity action when we talk about creating custom actions. Instead, you […]. It doesn’t make any sense.Me(actually): Okay, sure. You can't tell if a change on a field is going to impact/break your point-click customisations. Under APP SETTING click SELECT ITEMS. You’ve probably noticed that you can assign only one record type per action. Hi SF Community! Will do it. The default activity actions are missing. Action Type field:  To be classified an activity action and be eligible to appear in the activity composer, an action must be one of these types: Target Object field:  For create and update actions, select Event or Task. You need to create multiple versions of the action, one for each record type. Pin List Views on Lightning Tabs. Use that one bro. You need two versions of your custom New Task action—one to assign to the opportunity task record type and the other for the lead follow-up task record type. Including custom actions in the activity composer helps users fly through routine work and ensures that your org’s activities records include all the necessary details. However, that’s rarely the most useful List to a user. We’ll look at those issues in a little bit. To customize the composer, click the. If expected actions are missing from the activity composer and your org has record types, use these pointers to troubleshoot the problem. Once done, Save the page and activate it for the users you want. Actions are missing from all but one record type. Select the custom object to display in the custom tab. After saving the opportunity page layout changes, click. Lightning Experience Configuration Converter, Tailor the Activity Timeline for Your Lightning Experience Users, Pro Tip: Tailor the Activity Timeline for Your Lightning Experience Users, Pro Tip: Upgrade Your Salesforce Apps for Lightning Experience, The One-Stop Shop for Your Lightning Experience Transition, Use Custom Report Types to Analyze Lightning Usage, Pro Tip: How to Configure Lightning Pages that Work for Your Users, Transition to Lightning Experience at Your Own Pace. see the below screenshot, CEM and Maintence were the sections on the detail page layout, i moved them to the new tabs with detail tab in winter 21 release, Then remove unwanted actions, and drag in other actions from the Salesforce1 & Lightning Actions category in the page layout editor palette. https://quriouscloud.files.wordpress.com/2020/07/action-customization.gif. Just don’t select the Master record type or your custom action won’t appear in the composer. From Setup, on the Object Manager tab, select an object, then select. The likely explanation is that the actions are assigned to the Master record type, which isn’t accessible to most profiles. Just don’t select the Master record type or your custom action won’t appear in the composer. And remember to add all versions of the action to all page layouts used by your record types. Edit each opportunity page layout that’s assigned to the opportunity task record type. Only some users are missing some of the activity actions. | You can’t modify the actions in the Mobile Smart Actions bundle. Here’s how you make this happen. In Lightning Experience, you get a default list of tabs on the left side of the page, unlike Salesforce Classic where tabs were located on top of the page. It can be placed in the Side Bar or in the heading. Added the activities section to the opportunity layout in Lightning. PS: If you notice, we have default subject selected here. And remove ‘New Task’, ‘New Event’ buttons from activity component. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. In the first post in this series, we looked at configuring the activity timeline in Lightning Experience to include the information needed by your sales team. Record types for tasks or events add some complexity when configuring the activity composer. Pretty cool, right? More specifically, it’s the Salesforce1 and Lightning Experience Actions section on a page layout that’s doing the driving here. Standard Label field:  Pick the label to use for the name of the action. If a page layout uses the standard Salesforce1 and Lightning Experience Actions section, the activity composer for the object automatically includes all four of the default activity actions. The Express.js Application Object — Rendering and Setting, Six reasons why you shouldn’t run Express.js inside AWS Lambda, How I Setup Unit Test for MongoDB using Jest& Mongoose, No Brainer Authentication in Django & React with Redux — Part 2, > Buttons, links, and actions > click ‘New Action’ button. The default activity actions in Lightning Experience are a great starting point for your sales team. Drag the related lists component right below the Related tab. These tabs are defined to display the data stored in custom object records. We will add Start Date in New Task tab of Account. Learn in-demand skills that lead to top jobs with Trailhead. So what to do if you have multiple records types for tasks or events and you want all of them to have the same action? Tabs: Click the tabs at the top of the page to navigate Salesforce. If your org uses the Salesforce1 mobile app, there are a few other details to consider when customizing the Lightning Experience activity composer. Update action layout as per requirement. Other Lists, for example, My Accounts, are often the most valuable. Add new action button on contact to create ‘Event’ Record. Fortunately, it’s an easy fix. Then just add this to the relevant app for your users. > Mobile & Lightning section > *remove* ‘New task’ and ‘New Event’ buttons. Hint: But wait, you might be thinking, there are a lot of actions in the Salesforce1 and Lightning Experience Actions section. Emily Witt All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. Get even more out of Salesforce with prebuilt solutions that install in just a few clicks. Edit each opportunity page layout that’s assigned to the opportunity task record type. ... Add the Activity tab by clicking on Add Tab under Tab component details pane. Create a new Visualforce tab and select the page you just created, give it a label, name and style. To remedy the problem, edit the default versions of New Task, Log a Call, and New Event and reassign them to a record type other than Master. Your users are going to love how much more efficient they are managing activities in Lightning Experience. I want to create an additional tab and tab area for custom actions/activities. In the Record Type field, assign each custom action to the appropriate task record type. Use these settings for the custom New Task action for opportunities. Click on the object to customize. Ascendix Search app: build prospect lists easily, bulk update Salesforce records, add multiple tasks and notes, perform complex searches without IT … The default page layouts in Salesforce Lightning don’t include ACTION BUTTONS for SEND EMAIL, NEW TASK or NEW EVENT. For example, reduce the time your Leads Follow-Up team spends writing emails by creating a custom email action that fills in the From field with the team’s email address, attaches the team’s signature, and populates the email body with your boilerplate content. So you decide to create a custom action that includes a place to add comments. > Save > *it will open layout, edit layout as you want*, > Page layout (check appropriate page layout from page layout assignment). And make sure that the other predefined actions generated by Mobile Smart Actions are included in the Salesforce1 and Lightning Experience Actions section so your mobile users don’t inadvertently lose access to them. You should then see a nice new Activities tab on Salesforce. What i've done so far: 1. Requirement: Client wants to have ‘Appointment’ tab on activity component in contact object information. Fear not—Lightning Experience populates the composer with activity actions only. 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