Activity history related list salesforce. Stack Exchange Network.

Activity history related list salesforce ActivityHistory fields for phone calls are only available if your organization uses Salesforce CRM Call Center. customize_records_record_activities_view. Stack Exchange Network. Query Activity of related objects using SOQL. Oct 13, 2022 · The Activity History related list on Case records in Lightning does not display standard buttons. 1-800-667-6389. com/s/articleView?id=sf. Jun 23, 2022 · The Open Activities and Activity History related lists show up only if the Activities View is set to Related Lists for the org or user. Scroll the page to find the related list you need (1). Apr 23, 2024 · The Activity History related list of a record displays all completed tasks, logged phone calls, saved interaction logs, expired events, outbound email, mass email, email added from Microsoft Outlook®, and merged documents for the record and its associated records. l. Select the lookup relationship that references the parent object. Aug 11, 2015 · Open Activities and Activity History are both related lists on the contact page layout, and they are both the same object. For activities, field history is shown in a Lightning component that looks like a related list. Close . If related list hover links (2) are enabled in your organization, click a link to view the list in a pop-up. Did this article solve your issue? After changing this setting, the 'Send Email' button becomes available from the 'Activity History' related list in Classic or as a Chatter action in Lightning. Open activities shows all activities that are currently open, and Activity History shows all activities that are closed (from the past). Here are the following steps: 1. Click Edit button. https://help. I cannot figure out how to make the Log A Call button appear on the Activity History related list. When I click on edit, "Allow activities" is checked. However, even if Activity Timeline is selected, they may still see the 'Open Activities' and 'Activity History' related lists. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Salesforce Login History Report. Some examples include: cookies used for remarketing, or interest-based advertising. Instead of managing the history on the page layout, you place the Activity Record History component on Lightning pages for event and task records. . Trailhead, the fun way to learn Salesforce Feb 2, 2017 · On the bottom of one of the objects I need to able to enter activities. Jan 14, 2025 · This way, we can query the activities related to Tasks and Events in Salesforce using the above SOQL query methods. Activity History Related List Button Behavior I would like to change 'Log a Call' and 'Send an Email' so these buttons automatically record the "Type" of Activity as a Call or an Email. It’s easy to arrange and access related lists. Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. The activities have polymorphic relationships, and it is difficult to query the parent related to fields besides its Id & Name because it could refer to different parent objects. Once done, Save the page and activate it for the users you want. salesforce. Go to the Gear Icon –> Click on the Setup Option. Here’s how. Only the admin can have permission to see and analyze the login history. Aug 5, 2024 · Select the child object that is shown in the related list. All standard Lightning Experience record pages support both views. This read-only object is displayed in a related list of closed activities—past events and closed tasks—related to an object. Jun 24, 2024 · When the connector setting 'Sync Emails with the CRM' is enabled, every Pardot email gets pushed into the Activity History related list as a task in Salesforce, thus this can cause your Sales reps to miss important tasks since they are being bogged down by Account Engagement email tasks. It appears by default on most of your marketing asset records Looking to contact Support? Use Agentforce! Read More. (2) When I select the object and go to Page Layout, I see three sections at the bottom (a) Open activities (b) notes and attachments and (c) activity I cannot figure out how to make the Log A Call button appear on the Activity History related list. May 16, 2024 · In Salesforce, the login history can be stored for a minimum period of time, up to six months, depending upon the organization’s data. Click Customize Page (3) to select and arrange the available related lists you want to see. Feb 4, 2019 · All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Oct 13, 2022 · Please consider creating or promoting the Idea: Allow Sort Ability for Columns on Enhanced Related Lists in Lightning so the larger Salesforce Trailblazer Community can vote on expanding enhanced related lists availability to these related lists via a future release. It includes activities for all contacts related to the object. Resolution There are two ways to view the email formatted by HTML: Well, when I try to click that checkbox, a popup appears that says "Modify the custom object page layout to add the Open Activities and Activity History related lists", which is why I've been trying to work through it via the page layout. com Italy S. Notes: If the 'Access to Send Email' level in the organization is set to 'No Access' or 'System Email Only'. htm&type=5 Oct 13, 2022 · Users can Set the Default Activities View to either related lists or Activity Timeline. In Salesforce Classic, the 'View All' button displays data from the Task object's Comment field in text format only and does not format the information based on HTML. The only action that appears on Activity History is Email, even though both Email and Log A Call are included in the page layout Lightning Experience Actions section - and the Log A Call action appears fine when using Activity Timeline view. , Piazza Filippo Meda 5, 20121 Milano The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. I can't see where to edit either the page layout for the Activity Related list or modify these buttons. (1) When I go into Create/Object/Custom Objects I can see the object. Oct 13, 2022 · In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default. salesforce. In the Lookup Options section, rename the related list under "Related List Label" See Also: Salesforce Support Video: Change Related Lists Name on Page Layout | Salesforce In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related lis The Engagement History related list includes an activity feed of recent prospect engagement. r. sfpui ekhe xqfuccefo iuqi helj iotogi jqzruj ayink htxss hcrplqh