Thanks for the video! It seems like the Profiles page layout under Setup has recently changed through and I'm unable to find where to edit the Tasks Record Types. Any suggestions on how to navigate to this now?
Hi! You might have enhanced layout enabled in your org. From Profile> Object Settings > 'Task object' > here you should see all the record types and you can edit from here.
Hi Pratima! I would like to ask you what if we want to create a new task or event on opportunity, and auto populate the name field with name of that opp's contact's name, instead of searching from the contacts I want to see the opp's contact name by default. Is this possible? if yes, how? I really appreciate if you could give me an idea. Thank you!
PLEASE update this for 2019! These issues are still present in Salesforce and they offer no support or guidance on how to fix. Sadly, these steps don't apply anymore.
@@PratimaShri I am trying to get Tasks and Events to show up on my Activites Tab. At 2:49 you change settings under Task for Record Types. This is not available in my system, the System Admin profile has only checkboxes and the layout is quite different.
@@DTEL77 Sounds like you have enhanced profile enabled in your org(Under set up > User Management Settings> Enabled Enhanced Profile). You can click on Object Settings and access Task from there and then update the record type like mentioned. Let me know if this works!
hey Pratima thanks for the video. I have one critical doubt, I have added a new custom field called "Time" for the Activity(standard object). The custom field is made visible to all profiles and added to all the page layouts(Task and Event). But in the Opportunity or Lead detail page, in the actions bar, when I click on Log a Call, New Event or New Task, the field which i have created (Time ) field is not visible on these. Please let me know what should I do, Kindly help thanks !
Hi you would need to add the new fields to the action layout as well .. you can go to global action and find your creat task action - then click on layout.
HI Pratima, thank you for the video. I have a question. How should I do that when I have say around 20 record types for task. In the global action I can only select one record type right? what about the rest? There can be a lot of profiles who shares or don't share a record type. Then how can this be done?
First, I have to ask why do you have 20 record types - probably not a great idea in terms of maintenance. Second, if you do have 20 rec types, are all the users those 20 record types or is it profile based - because if it is profile based - you can create separate actions for those and all of them to layout. Only users who have access to a specific record type will see their specific action and finally if you have to have all users access to the record types, 20 actions sounds like a terrible user experience. You could create a screen flow - first screen would be pick a record type then second screen with the fields that you need specific to each record type. It will be somewhat big flow but will be easy to build - in this way you can just use one action that will call the flow - similar to object creation record screen.
@@PratimaShri so you mean I need to adda flow and just one action? I actually have some 10 record types and different users are using them according to their profile. So what I understand is I need to have one action created in the global action as “master” record type and then have to create a flow ?
@@premsingh-hj3gj So if you have 1o rec types - easiest solution would be create 10 actions specific to record type and add them all to the page layout. so only users who are assigned a profile will see them. I mentioned alternatively you can create a flow which will be called by action, no need to call a master record type for this, everything will be built in the flow. but fo all users additional step will be - they need to select the record type before creating a task. I would go wth the first option, even though you will end up with 10 actions- not everyone will see it and its easier if you don't have lots of time to build a flow
Very helpful Pratima.... Your explanation was clear and understandable. I was able to complete my Task, no pun intended. 😃
Awesome! :) Thank you!
Thank you very much, 1 week trying solving this. Merci Merci merci
I am glad !
Very helpful to clear up my uncertainty around the activity and task fields in Salesforce. Thank you!
Pratima, I come across this problem today, you have the right content! Thank you very much.
super i spent hours trying to sort this then came across your video thank you
Can I just say, thank you SO MUCH for this video. I've been searching for this solution forever.
I am so glad it was helpful!
Amazing. Saved me a bunch of time trying to figure this out! Thank you!
Excellent description, much appreciated!
Superb!!!!!! Helped a lot. Saved me from getting more headache. Many thanks
Thank you, Pratima, this was super helpful!!
Thank you! Your video helped me a bunch!
Helpful video...
Great job Pratima
Good video
Thank You Pratima :)
Awesome, It really helped
whoop!! thanks!
Great video! Thank you.
Hey, Thanks for the video, its very useful! Can we add the Save and New button in the activity timeline pannel?
Very helpful.
Thanks for the video! It seems like the Profiles page layout under Setup has recently changed through and I'm unable to find where to edit the Tasks Record Types. Any suggestions on how to navigate to this now?
Hi! You might have enhanced layout enabled in your org. From Profile> Object Settings > 'Task object' > here you should see all the record types and you can edit from here.
@@PratimaShri Great, thank you! I will try that.
Thanks
I have created a custom field in Activity object but I want the field in event object, how to handle this
Hi Pratima! I would like to ask you what if we want to create a new task or event on opportunity, and auto populate the name field with name of that opp's contact's name, instead of searching from the contacts I want to see the opp's contact name by default. Is this possible? if yes, how? I really appreciate if you could give me an idea. Thank you!
PLEASE update this for 2019! These issues are still present in Salesforce and they offer no support or guidance on how to fix. Sadly, these steps don't apply anymore.
Hi thr, What exactly are you trying to do? I dont believe there have been major changes with 2019. Could you elaborate on your issue?
@@PratimaShri I am trying to get Tasks and Events to show up on my Activites Tab. At 2:49 you change settings under Task for Record Types. This is not available in my system, the System Admin profile has only checkboxes and the layout is quite different.
@@DTEL77 Sounds like you have enhanced profile enabled in your org(Under set up > User Management Settings> Enabled Enhanced Profile). You can click on Object Settings and access Task from there and then update the record type like mentioned. Let me know if this works!
hey Pratima thanks for the video. I have one critical doubt, I have added a new custom field called "Time" for the Activity(standard object). The custom field is made visible to all profiles and added to all the page layouts(Task and Event). But in the Opportunity or Lead detail page, in the actions bar, when I click on Log a Call, New Event or New Task, the field which i have created (Time ) field is not visible on these. Please let me know what should I do, Kindly help thanks !
Hi you would need to add the new fields to the action layout as well .. you can go to global action and find your creat task action - then click on layout.
@@PratimaShri Thanks so much pratima, it's working now. You are a kindhearted person :) My name is Arun btw
Hi Pratima i have sent a message on your Instagram regarding a query on Salesforce, please check thank you 🙏🏻
HI Pratima, thank you for the video. I have a question. How should I do that when I have say around 20 record types for task. In the global action I can only select one record type right? what about the rest? There can be a lot of profiles who shares or don't share a record type. Then how can this be done?
First, I have to ask why do you have 20 record types - probably not a great idea in terms of maintenance. Second, if you do have 20 rec types, are all the users those 20 record types or is it profile based - because if it is profile based - you can create separate actions for those and all of them to layout. Only users who have access to a specific record type will see their specific action and finally if you have to have all users access to the record types, 20 actions sounds like a terrible user experience. You could create a screen flow - first screen would be pick a record type then second screen with the fields that you need specific to each record type. It will be somewhat big flow but will be easy to build - in this way you can just use one action that will call the flow - similar to object creation record screen.
@@PratimaShri so you mean I need to adda flow and just one action? I actually have some 10 record types and different users are using them according to their profile. So what I understand is I need to have one action created in the global action as “master” record type and then have to create a flow ?
@@premsingh-hj3gj So if you have 1o rec types - easiest solution would be create 10 actions specific to record type and add them all to the page layout. so only users who are assigned a profile will see them. I mentioned alternatively you can create a flow which will be called by action, no need to call a master record type for this, everything will be built in the flow. but fo all users additional step will be - they need to select the record type before creating a task. I would go wth the first option, even though you will end up with 10 actions- not everyone will see it and its easier if you don't have lots of time to build a flow
@@PratimaShri thank you so much Pratima for the reply
amazing you saved my day
Glad it helped!
You speak only Hindi
if thats a question, then no! I speak other languages as well :)
Nice video