Salesforce activity public field

Salesforce Activity Events. The creation of the Activity Event is only the first step in the booking lifecycle. After the Activity Event is create it is continuously updated through all phases of the booking lifecycle: Schedule Reschedule Complete Cancele or No-show. Activities consist of Tasks (i.e., to-dos) and Events (i.e., meetings).

When you go to edit them in Setup to view fields, they are subdivided into Task Fields and Event Fields. But then if you want to add a custom fiel it is under Activity Custom Fields. Not the most intuitive. It includes activities for all contacts related to the object.

I am trying to create a custom activity field which looks up the state of the related contact or account. Is there a formula for this? For more information, see Task in the Object Reference. With the right software setup, every activity a sales rep performs gets logged in an activity history.

We would like to also track field history for Activities. Who made the changes? This would be very beneficial: 1. Leading Through Change Blog. AppExchange Resources. Trailhead Resources.

MuleSoft Resources. UPDATE: The following is from the Spring Release Notes: Warning: Enabling topics for an object disables public tags on records of that object type, and the public tags aren’t migrated to topics. Click the word “Type” to look at your current picklist choices for this field. You can edit the existing fields or add new, more appropriate ones that fit your business.

We are hevay users of Events and Tasks and constantly need to track new items related to these every year. Please increase the limit from 1to at least 200. Field service software helps you improve in-person support. Access real-time data across operations to optimize your mobile workers to increase customer satisfaction.

Each event within the account activity has a Type field which is either: Meeting, Call or Email. Add the desired field on the layout of the action. Using Global action on the layout and having record types for the event and task in your org needs one extra activity. You need to associate a record type for global action in order to show those actions under the activity tab on the record page in lightning. Reminder through popup window: A popup window with events and tasks are displayed whenever a task reminder is triggered.

Process: Open a custom object which is already saved and in the activities section click on new task or event. In the new task, assign the task to user. Step 1: Setup your Task Types. By default it displays only the Event type and related record (e.g. Account name).

Senior Managers will now see two comment fields on the Task layout. By using libraries, you can sort files into logical groupings. Adding content to a library — also known as contributing content — is simple.

Yes: writeBehavior: The write behavior for the operation. Allowed values are Insert and Upsert. No (default is Insert) externalIdFieldName: The name of the external ID field for the upsert operation.