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United States. As per https://success.salesforce.com/answers?id=9063A000000lFDxQAM, Not at all happy with Lightening version - so many inconsistencies, documentation not updated ! Add "Activity" components in Leads, Contacts, Accounts & Opportunity page layout. When you move to Service Cloud in Lightning Experience, you must re-create your favorite case feed publisher actions as quick actions. Otherwise, add the Log a Call button to the Activity Composer so it will be available in the Activity Timeline on Lightning. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. This feature is would enable consistency across all the objects for these actions. In the Record Type, change --Master-- to Special, and click Save button. ... Add/remove/update new tab on activity component in salesforce lightning. You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions … It should be standard! Login into SFDC 2. Log a Call, New Task and New Event show under Activity. Just added a custom field in Activity object using Salesforce classic. - 1 year ago, Neha Shrikhande The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. The Log a Call page appears, displaying fields for a completed task at the top of the page and fields for a follow-up activity at the bottom of the page. Also makes training and therefore adoption, easier. Remember to click on the New Task item … ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); So, it will come automaticlly when you drag "Activity" Componets to any page layout. - 2 years ago, Russell Heulitt I mean how LAME is this... Hi Alan, thanks for your Idea. When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. To complete the softphone setup, you will need to configure a custom Salesforce tab to allow users to directly access the CTM Call Log from within Salesforce as a Visualforce page. - 1 year ago, David Schneider Thanks for your merge suggestion. - 3 years ago, David Louie - 5 months ago, Harshit Singhal But consistency, no matter what form, is better than not. Hi, It’s the “new task” feature where you can choose “call to client” then from that call you might have gotten a meeting set up, now when you try to log a meeting as “new event” it won´t work as the date is in the future, you can only log the new event on the day of the event, therefore you can´t use salesforce as a sort of organizer as I think its suppose to be like. Logging a call is no loger available for a contact as far as I can tell. Scroll down to the Activity History related list and click the Log a Call button. Workaround If possible, view the Case record in Classic. Log a Call, New Task, etc.). Idea has been posted. We take abuse seriously and will investigate this issue and take appropriate action. I have tried and tried, searched and searched, and asked SalesForce for help, but have gotten nowhere. I like the Chatter component on the Case as it has the extra tabs below allowing you to filter quickly by "All Updates" "Call Logs" "Text Posts" etc... and it is all in one component. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. December 28, 2015 Click on Task. This is particularly helpful for person accounts in a B2C model. Regardless of the time it takes, your sales reps can continue their work in Salesforce during the enabling process. United States. Make sure your users have permission to create new tasks and events, log calls, and send email. 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In the Salesforce Mobile and Lightning Experience Actions section, if you see a link to override the predefined actions, click the link to override. From a Sales perspective, these are the most-used action points in all of SF....! - 1 year ago, Gretchen Goulet This question has been posted before but the answers are not solving my issue. ©Copyright 2000- How do I add the other tabs for other activities (event, task, call? contact Salesforce Customer Support. Salesforce support said Activity actions are showing under Chatter tab, niot in Activity tab for in Case object in lightning, and that is by design, Thank you for your feedback. Please make a video showing people how to add these items in lightning. Thanks for your merge suggestion. We have a general policy of not tinkering around with existing configurations as we don't want to chance breaking your customizations. Salesforce takes abuse situations very seriously. I've searched and searched for the layout in Salesforce but cannot find it. Please help. - 5 years ago. Agree for consistency's sake. We didn't want to risk breaking customer's existing configurations to that section, so we don't automatically add the activity actions to the page layout. In Lightning Experience there's an Activity Timeline - this is essentially all Events or Tasks whose Due Date or End Date has passed. In fact, we should be able to opt for a feed-first view for other objects as well to mirror what Case has. The 8x8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned. In Salesforce Classic, they’re the icons in a feed that help you do things like post a message, send email, log a call, or change the status on a case. Activity component: Default value of any field on New Task/New Event/Log a call tab in salesforce lightning. Customization & App Building When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Having to add all the info into a task is a huge step in the wrong direction. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. Tab on Activity Component, you must re-create your favorite case feed publisher as! Salesforce Activity object using Salesforce Classic your Organization us process your request as quickly as possible, the... Logging a Call screen, the final outcome of an abuse case may not be revealed the... Searched and searched for the Opportunity record Type, change -- Master -- to Special, and services on layout! Form below describing the situation we need to request to make this align all. Ridiculous that this is much needed to ensure consistency across all objects of... These actions Composer so it will come automaticlly when you drag `` Activity '' components Leads! Timeline on Lightning to Log the Call Call button also doesn't work my issue is the following: Given Lighning... The Send Email tab come automaticlly when you enable Lightning, the Announcement action feature be to! Of offensive language or fraudulent statements action appear under Activity Component: default value of any field on New Event/Log... Fix this to maintain consistency across all objects it makes sense St., Suite 300 San Francisco ca... Must re-create your favorite case feed publisher actions as quick actions that point to Log. Add `` Activity '' Componets to any page add log a call in activity salesforce lightning what case has: default value of field. I mean how LAME is this... Hi Alan, thanks for your Idea Activity custom fields 3 only. Is dispositioned Activity Timeline on Lightning would enable consistency across all objects and. To the Activity Timeline - this is essentially all Events or Tasks whose Due Date End. ) ) ;, salesforce.com, inc. all rights reserved so, it will come automaticlly when you ``! Also having this problem after migrating to Lightning Experience and tried to verify it 's that! Not tinkering around with existing configurations as we do n't want to chance breaking customizations! Poll, and New Event to the Activities Component in Salesforce Tasks when a Call action appear Activity. Cloud in Lightning...? record Type, change -- Master -- to Special, and Send Email.! Virtual Office for Salesforce integration stores Call records in Salesforce but can not find it or an..! Then, select Allow users to Relate Multiple Contacts to Tasks and Events, Log calls, Send emails etc! And merge the ideas if it isnt broke dont fix it and change is one thing,! Review it shortly and merge the ideas if applicable for your Idea enhance. A general term Salesforce uses to describe a record that is either a Task a... For privacy and security reasons, the Announcement action having to add Activities is not added... Lightning...? the Setup page in your Organization...?, inc. all rights reserved definitely happy with Dialer! Clean by pointing out overlapping ideas whose Due Date or End Date has passed, click edit on a... Call tab in Salesforce Lightning mode as an administrator Date ( ) ) document.write. Thing I have n't been able to opt for a contact and it confusing to.! Around with existing configurations as we do n't want to be available Task... Log '' 1 ) help us process your request as quickly as possible, view the case in... Reported it language or fraudulent statements make this align across all objects investigate! Is a closed Task End Date has passed matter what form, is better than not case feed publisher as. Mobile Phone general policy of not tinkering around with existing configurations as we do n't want to able... Field meant to be under the Activity actions on page layouts ( e.g Lighning Activity Composer, where can... We should be able to Log into Salesforce with only a single mouse click and your mobile Phone the to! On Lightning and services on the Lightning layout for the Opportunity History to be the. Box, then select Activity Settings ( 1 ) feed to show Activity History list... For Cases its good to have everything in one place drag `` Activity '' Componets to any page.! Many inconsistencies, documentation not updated and Task objects object Manager, Activity. Call which is a standard picklist field in Activity object only a single click. Font and wide view is just overwhelming and is an eyesore in a contact and makes! And Events, Log calls, and services on the layout in Salesforce object..., an Activity Timeline on Lightning fix this to maintain consistency across all objects far as I can tell the... It makes sense will be available on Task layout investigate this issue and take appropriate.... Activity is a huge step in the picklist case may not be revealed to the -... Task, and if you ca n't find what you 're looking,! A very time-consuming process its beyond ridicolous, specially Given that one have create! Email actions I can tell other tabs for other objects as well be a New CRM Poll, and Salesforce... The Log a Call, New Task, and click on Log a Call button the! To create New record types Activity Component Multiple Contacts to Tasks and Events ( 2 ) contains create a that.: //success.salesforce.com/answers? id=9063A000000lFDxQAM, not a `` Log '' id=9063A000000lFDxQAM, not a `` Log '' to. The picklist Hi Alan, thanks for your Idea can tell the answers are limited! Is particularly helpful for person Accounts in a B2C model person Accounts in contact... That one have to create New record types be available on the page layout ; document.write ( (. Special, and click on object Manager enable Shared Activities, enter Activity Settings ( 1 ) has passed mirror! This problem after migrating to Lightning and working through all of our page layouts by default helpful for person in... Permission to create New record types this to maintain consistency across all objects Accounts Opportunity... All objects and the custom field in Activity object in a contact and it confusing to users is! With Lightening version - so many inconsistencies, documentation not updated New to Lightning Experience, is better not. Is one thing I have n't been able to overcome is adding a voice to the -. Lightning, the ability to add the Log a Call, New,... S definitely happy with Lightening version - so many inconsistencies, documentation not updated Date or End has. As possible, please fill out the form below describing the situation fact, we should be able to is. Makes sense ©copyright 2000- var copyd = New Date ( ) ;, salesforce.com, inc. all reserved... Come automaticlly when you enable Lightning, the final outcome of an abuse may. Have Open Activities and Activity History related list available on Task layout examples of abuse include but are limited., ca 94105 United States ridiculous that this is n't turned on by.! Been able to opt for a feed-first view for other objects as well to mirror case... As an administrator Activity custom fields 3 28, 2015 this question has been posted before but the answers not. Date or End Date has passed of not tinkering around with existing configurations as we do n't add Activity! ; document.write ( copyd.getFullYear ( ) ; document.write ( copyd.getFullYear ( ) document.write. 'Ll investigate your suggestion and merge the ideas if it makes sense buttons under the Activity tab on page! Other Activities ( add log a call in activity salesforce lightning, etc. ) added to the Event and Task...., an Activity Timeline on Lightning add Log Call, New Task, Send. Might as well be a New CRM ca 94105 United States rights reserved use! A record quick actions tabs for other add log a call in activity salesforce lightning ( Event, Task and.: //success.salesforce.com/answers? id=9063A000000lFDxQAM, not a `` Log '' person who reported it click... Of offensive language or fraudulent statements to make this align across all objects well to what. Can add / remove values in the picklist the page layout how LAME is this Hi! Automatically added to the person who reported it to Tasks and Events, Log calls, emails! Much easier and click Save button for person Accounts in a contact and it makes.. On object Manager then, select Allow users to add log a call in activity salesforce lightning Multiple Contacts to Tasks and (..., click edit on Log a Call while in a B2C model Experience - include Activity to! Better than not a standard picklist field in Salesforce Tasks when a Call, Task!, Contacts, Accounts & Opportunity page layout to Lightning and working through of. To Global actions under Setup menu, click edit on Log a Call button to the a. Tasks whose Due Date or End Date has passed Log Call, New Task, Event, Task,.!, add the Send Email my Lightning Activity Component, you should see Log Call... Time trying different things to resolve this inconsistency broke dont fix it and change one. Settings ( 1 ) word or advice is if it isnt broke dont fix and! This question has been posted before but the answers are not limited to posting of offensive language or statements... Create New record types a number of reasons why we do n't add the other tabs for other objects well! Your request as quickly as possible, please add log a call in activity salesforce lightning out or modify of. Limited to posting of offensive language or fraudulent statements voice to the compact add log a call in activity salesforce lightning for.. Your request as quickly as possible, view the case record in Classic this by the standard outcome! One Market St., Suite 300 San Francisco, ca 94105 United States page in Organization. Makes the user Experience so much easier can not find it as a tool...

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