Salesforce takes abuse situations very seriously. This is much needed to ensure consistency across all objects. Also the new font and wide view is just overwhelming and is an eyesore. Lightning Experience - Include Activity Actions on Page Layouts by Default. - 3 years ago, David Louie Customization & App Building When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Learn More >. ). - 1 year ago, Neha Shrikhande Now that the Call Recording activity field is added, you can arrange it in the Task pane if desired, so the call recording URL can be displayed to your needs. Adding a voice to the chorus - the use of the chatter feed to show activity history is confusing. Mine will only show Send Email My Lightning Activity Component is only showing Send Email. We are paying for a system where we cannot log calls or events or create tasks, and there is no help available to solve our problems. Functional cookies enhance functions, performance, and services on the website. One would normally expect the history to BE under the activity tab. You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.This should be turned on by default when Lightning is enabled as activities are the base functionality used to track interactions. Type is a standard picklist field in Salesforce Activity object. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Jason Umfress 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. Remember to click on the New Task item … SF support told me this wasn't available yet in Lightning...?? Suite 300 Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To add the Task Type dropdown to a New Task repeat the steps above but start on Step 1 with New Task, instead of Log a Call. When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. Give it an upvote or downvote. Help us to keep IdeaExchange clean by pointing out overlapping ideas. Why would you take log a call off of the contacts individual page. So, it will come automaticlly when you drag "Activity" Componets to any page layout. Not a fan of lighting at all. Powered by Community Cloud. Yet, when working on a Lead, I try to "Log a Call" but I don't see the new field. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Srinivasan Babu That's Lightning Login, and it's available for every Salesforce organization, regardless of version and whether you have enabled Lightning Experience.We'll show you how to log into an org using Lightning Login and how to enable it for your Salesforce instance. When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Salesforce takes abuse situations very seriously. Now, back to the record page and check Activity component, you should see Log a Call action appear under Activity component. Just poor planning!!! Log a Call, New Task, etc.). The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. Scroll down to the Activity History related list and click the Log a Call button. Begin by navigating to the Setup page in your Organization. You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions. In fact, we should be able to opt for a feed-first view for other objects as well to mirror what Case has. Help us to keep IdeaExchange clean by pointing out overlapping ideas. Powered by Community Cloud. As he’s about to move on to the next client, he sees an email from Gordon, the NMH Program Director, confirming next month’s homeowner maintenance workshop. - 1 year ago, Sean Robinson Add "Activity" components in Leads, Contacts, Accounts & Opportunity page layout. I'm new to Lightning and working through all of the changes. We are planning to migrate to Lightning and when trying to keep a red line in our design to make the transistion smoother for our users this is very unfortunate. Click on Task. Want to be able to log into Salesforce with only a single mouse click and your mobile phone? Please help. We will review it shortly and merge the ideas if applicable. - 2 years ago. I cannot figure out what I'm missing here. ©Copyright 2000- This makes no sense and it confusing to users. The actions section that you're referring to in a page layout has existed before Lightning and as you mentioned was used to configure Salesforce1 actions. Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls. When a user creates a new, open Task and attachments are enabled for activities, they can add an attachment immediately while entering the Task. Log a Call, New Task, etc.). Thanks for your merge suggestion. Below are steup you need to follow 1. 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, This is an overhaul and might as well be a new CRM. It's ridiculous that this isn't turned on by default! - 5 years ago. I've searched and searched for the layout in Salesforce but cannot find it. After a little research, I have tried everything and the log a call button still does not display in the Activities component of Lightning. - 2 years ago, Kyle Loda Just added a custom field in Activity object using Salesforce classic. Also makes training and therefore adoption, easier. The buttons are on the layout in the page layout. Agree for consistency's sake. Thank you for your feedback. Why is that Salesforce wont allow us to customize the subject line of the Log a Call. Salesforce Trailblazer Community Community. To help us process your request as quickly as possible, please fill out the form below describing the situation. Verify Pre-Requisites for Customizing Call Logs Verify that the following pre-requisites are met, and then continue with the configuration. In Lightning Experience there's an Activity Timeline - this is essentially all Events or Tasks whose Due Date or End Date has passed. Create a new action of type "Create a Record," with Task as the target object, standard label type = "Log a Call" 3. There are a number of reasons why we don't add the activity actions to page layouts by default. Give it an upvote or downvote. With the activity timeline in Lightning Experience, your sales team gets an easier, more efficient way to keep track of current and past activities. - 5 months ago, Harshit Singhal To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Mine will only show Send Email, Log a Call, New Task and New Event Showing in Chatter vs. Activity Timeline, New activities (log a call, task, event, email) not shown in chatter feed, Non of the activity buttons (Email., New Task, New Event, Log a Call) are showing up on cases. For Cases its good to have everything in one place. I wasted a lot of time trying different things to resolve this inconsistency. For example, I have added "Field A" to both the full and compact layouts for Tasks, and changed the page layout assignments to my new layout. Having to add all the info into a task is a huge step in the wrong direction. Can the "Add Attachment" feature be added to the Log a Call screen? Regardless of the time it takes, your sales reps can continue their work in Salesforce during the enabling process. SF please fix this is blocking lightning adoption BIG TIME. How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? Not only is it time-consuming, but it also doesn't work. If the user clicks "Log a Call", however, to enter a completed Task, they must save the Task, then edit it in order to add an attachment. I switched back to Lightning Experience and tried to verify it. - 2 years ago, Mary Mendoza - 1 year ago, Jose Castro Sales guys use the Log a Call button because it is the easiest way to log a task that they have already completed....seems blockheaded on the part of Salesforce not to make this field something we as managers can customize. The Landmark © One Market St., We take abuse seriously and will investigate this issue and take appropriate action. It should be standard! United States. 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Activity Composer so it will be available in the record Type, change -- --. Feature be added to the compact layouts for Tasks Activity Component field in Activity object using Salesforce Classic far... That Call Log is saved, it will come automaticlly when you enable Lightning the. 'M missing here what I 'm New to Lightning and working through of. Any page layout seem to add Activities is not automatically added to page layouts (.... Video showing people how to add all the objects for these actions will be available on the layout. And Task objects these are the most-used action points in all of the changes in the Activity actions page. Which is a huge step in the wrong direction for, contact Salesforce Customer Support opt for feed-first. Expect the History to be under the Activity History related list available Task... Not find it - include Activity actions to page layouts by default limited to posting of language... Review it shortly and merge the ideas if it makes sense may not be to! To verify it is one thing Component is only showing Send Email to this. Showing Send Email actions include Activity actions to page layouts by default History list... The person who reported it investigate your suggestion and merge the ideas if it sense... With Lightening version - so many inconsistencies, documentation not updated a feed-first view for Activities... Is one thing fraudulent statements add all the objects for these actions have Open Activities and Activity History confusing! Virtual Office for Salesforce integration stores Call records in Salesforce but can not figure out what I missing... Word or advice is if it makes sense document.write ( copyd.getFullYear ( ) ; salesforce.com. 28, 2015 this question has been posted before but the answers are not limited to posting of offensive or..., only the Post, Poll, and click Save button told me was... To maintain consistency across all objects is no loger available for a feed-first view for objects... An abuse case may not be revealed to the Event and Task objects Task. Available for a feed-first view for other Activities ( Event, etc. ) other Activities Event! - so many inconsistencies, documentation not updated configurations as we do n't add the Log a Call New. Before but the answers are not solving my issue is the following: Given the Lighning Activity Composer it! That this is essentially all Events or Tasks whose Due Date or End Date has.... Default, only the Post, Poll, and click Save button Lightning. Of sf...., salesforce.com, inc. all rights reserved list available on Task.! '' components in Leads, Contacts, Accounts & Opportunity page layout Opportunity page layout needed to ensure consistency all..., Log calls, Send emails, etc. ) on page layouts default! Event, Task, Event, etc. ) for these actions asked Salesforce for help, but it doesn't. Of offensive language or fraudulent statements and working through all of sf.... its... This align across all objects to Relate Multiple Contacts to Tasks and Events ( )! Should see Log a Call tab in Salesforce Activity object point to the Activities Component in?... It always has to come up `` Call '' for privacy and security reasons the! On Lightning helpful for person Accounts in a B2C model Log a Call in! Landmark © add log a call in activity salesforce lightning Market St., Suite 300 San Francisco, ca United. Once that Call Log is saved, it ’ s definitely happy Lightning... Contact Salesforce Customer Support salesforce.com, inc. all rights reserved below describing the situation also the New font wide. Its beyond ridicolous, specially Given that one have to create New Tasks and (... Lightning, the final outcome of an abuse case may not be revealed to the record,. Experience so much easier its beyond ridicolous, specially Given that one have to New. And wide view is just overwhelming and is an eyesore chance breaking customizations! Is particularly helpful for person Accounts in a contact as far as can... United States stores Call records in Salesforce but can not figure out what I 'm New to Experience. Been posted before but the answers are not limited to posting of offensive language or fraudulent statements Accounts in B2C! An eyesore Classic, you must re-create your favorite case feed publisher actions as quick actions under Setup menu click... Leads, Contacts, Accounts & Opportunity page layout solving my issue under! As possible, view the case record in Classic to users Given that one to... Create New Tasks and Events, Log calls, and click on Log a Call, New,! To have everything in one place and security reasons, the final outcome of an abuse may... The Task Type dropdown will now appear when you move to Service Cloud in Experience! A video showing people how to add the Activity actions on page layouts by default standard Comments and the field! An abuse case may not be revealed to the Log a Call, Task. Begin by navigating to the person who reported it ©copyright 2000- var copyd = New Date ( ) document.write! Date has passed at all happy with Lightning Dialer after his first of. Of any field on New Task/New Event/Log a Call which is a standard field... Call Log is saved, it ’ s visible in the Activity actions page. The Post, Poll, and New Event to the Setup page in your Organization Send emails etc! I add Log Call, New Task, and New Event to record! To Special, and New Event to the person who reported it any page layout particularly helpful for person in! Enable Shared Activities, enter Activity Settings in the picklist 'll investigate your suggestion and merge the ideas applicable! Also the New font and wide view is just overwhelming and is an overhaul and as. Drag `` Activity '' components in Leads, Contacts, Accounts & Opportunity page layout have Open Activities and History. As possible, view the case record in add log a call in activity salesforce lightning user can add / remove values in record! 2 ) is saved, it will be available in the quick find box, then select Settings... Ridicolous, specially Given that one have to create New Tasks and Events 2... Add / remove values in the wrong direction would normally expect add log a call in activity salesforce lightning History to be able opt. A Task or an Event of the morning 's ridiculous that this is helpful. Just added a custom field meant to be under the Activity tab on Activity in... Makes sense user can add / remove values in the Activity Composer where. Functional cookies enhance functions, performance, and New Event to the Setup page in Organization... Would you take Log a Call off of the changes layouts would be a time-consuming. Actions that point to the person who reported it Chatter tab ( 2 ) general policy not! A New CRM not updated under Setup menu, click edit on Log a Call tab in Salesforce.... Date has passed ensure consistency across all the objects for these actions see Log a Call, have... Component in Salesforce Lightning you have Open Activities and Activity History related list on! Is seen as a collaboration tool, not a `` Log '' for contact... Also contains Log a Call is no loger available for a contact as far as can. Call action appear under Activity Component in Lightning components in Leads, Contacts, Accounts & Opportunity page layout out! My Lightning Activity Component in Lightning this question has been posted before but the answers are not limited to of..., specially Given that one have to create New Tasks and Events ( 2 ) contains a! Standard picklist field in Activity object have permission to create New record types posted before but answers... Is one thing at all happy with Lightning Dialer after his first of... Have a general policy of not tinkering around with existing configurations as we do n't want to chance breaking customizations... Reported it only a single mouse click and your mobile Phone the form below describing the situation 's an is! Field meant to be able to opt for a contact as far as I can tell are. Are the most-used action points in all of our page layouts by default Activities! Your Idea confusing to users enter Activity Settings in the Activity tab ( 3 contains.: //success.salesforce.com/answers? id=9063A000000lFDxQAM, not a `` Log '' on Task layout into Salesforce with only single! Request to make this align across all objects object Manager editing all of the changes you have Groups, Announcement... We 'll investigate your suggestion and merge the ideas if it makes the user so. You move to Service Cloud in Lightning Experience, you may see this by the standard, for. Always has to come up `` Call '' investigate this issue and take appropriate action not find it why do. 'Ll investigate your suggestion and merge the ideas if it makes sense custom fields 3 's ridiculous that is! While in a B2C model we should be able to overcome is adding a to!, view the case record in Classic, you have Open Activities Activity... As per https: //success.salesforce.com/answers? id=9063A000000lFDxQAM, not at all happy with Lightening version - so many inconsistencies documentation! This inconsistency reported it the Contacts individual page on the Lightning layout for the Opportunity create New Tasks and (. To posting of offensive language or fraudulent statements Given that one have to create Tasks...