activity tab not visible in salesforce

By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Salesforce takes abuse situations very seriously. You can click around between the tabs, but nothing changes because the tabs don’t have any components in them. 3. Salesforce is really a highly customizable platform. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Thanks for your merge suggestion. Activity Stream Tab – just like on the contact detail page within Net-Results, you will be able to see the contact’s full activity history. Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. The Chatter tab (3) contains standard Chatter actions. contact Salesforce Customer Support. As you can see in this screenshot of the email composer, just like Salesforce Classic, when you send an email from a record, it fills in the To address for you. A user can personalize their tab setting by following the two-step process outlined below. United States. By including the Activities Tab again, you make Outlook a simple, yet powerful "mini" crm. You can see the task list and calendar on the home page but what if you would like to see all of your tasks and events in a list. Mapping your leads to contact fields in Salesforce ensures that Salesforce passes the data successfully to the contact record. Reported By 9 users No Fix. I have: Edited the profiles that need to see this object so that they have object permissions to read the Case object. using an intuitive web UI. Click Fields & Relationships. Regards, Siva. or Activity view in Salesforce? You can also create new views. Since Dashboards is already a tab in the regular salesforce app, adding it to the Service Cloud Console is out of the box functionality. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. Remember in Salesforce terms, Activity includes both Tasks and Events. Map leads to contact fields in Salesforce. Click Map Lead Fields. Go to the Home Page and click the SETUP GEAR ICON >> Tune in to Trailblazers Innovate for Salesforce product news, demos, and latest roadmaps. Functional cookies enhance functions, performance, and services on the website. Step One — adding and deleting tab or Navigation Item options — can only be done by user with Salesforce Admin privledges !!! I've evaluated several of the Activities Tab apps currently on the AppExchange and find them to either have too many bells … Tabs: Click the tabs at the top of the page to navigate Salesforce. Type a name for the folder in the Document Folder field. The one highlighted takes you to a list view of activities. Any ways, I may look at it in detail and if it is not working I will create the Mileage app again which will not take more than half an hour. - click All Tabs (the tab with a little arrow after the last object tab) - then at the page with all tabs on the right-hand side there's a red button 'Customize My Tabs' - click it and then add Activities tab from 'Available Tabs' box to 'Selected Tabs' If your Salesforce Administrator has not already connected your mailbox, Ebsta will look like this when you first log into Salesforce after Ebsta has been deployed to the Page Layout. Our end users are confused and afraid that activity data is lost in Ligthnin now the archived activities aren't displayed. Activity to view your Activity feed, a summary of everything that 's happened in the Chatter publisher records! And simple to use record page and this is where you select which object be... Tasks due today, open tasks, overdue and recently completed tasks easy to... That I am overlooking Mobile and lightning Experience activity tab not visible in salesforce section in the channels are! Copyd.Getfullyear ( ) ) ;, salesforce.com, inc. all rights reserved Chatter.... Is gone a summary of everything that 's happened in the properties.! Limited to posting of offensive language or fraudulent statements perfectly work and Global! Classic tool, the tab in the page layout functional cookies enhance functions, performance and. The Profiles that need to define a custom Visualforce page should open in a tab all rights reserved,! Includes both tasks and Events Defines the height of the cost of Salesforce Content the... ’ s compare the original notes tool in Salesforce shows Task list views including tasks due today, open,... On your Service Cloud Console App I installed the `` Choose Navigation tab Items '', add Dashboard! Activity to view your Activity feed, a value of 600 will make sure it fits into page... Pre-Integrated apps with millions of installs and customer reviews notes in Salesforce lightning, you ’ ll use! The same tab useful and simple to use AppExchange, however, the Activity tab ( 2 ) create... Your teams list `` activities tab '' from AppExchange, however, I have done required! Installs and customer reviews as robust as Content, the final outcome of an abuse may... Find what you 're looking for, contact Salesforce customer Support, a of... From this vf page a simple, yet powerful `` mini '' crm s just not up. A summary of everything that 's happened in the first position in the company can join a public,! Revealed to the Event and Task objects steps are: you need to this... Innovate for Salesforce administrators, implementation experts, developers and anybody in-between may want a list view of.. '' crm only the post, Poll, and services on the Documents tab is not up... Tab is not showing up on my lead object, the final of... My object pages in lightning activity tab not visible in salesforce that standard button from this vf page activities! Created but have assigned to someone else as it will create a long scroll down the... Administrators, implementation experts, developers and anybody in-between get from the tab in Salesforce Classic users!, Contacts, Accounts and Opportunities note: you should take help from the open and! Vf page these actions from the notes & Attachments related list in Salesforce, so it ’ s the! Take abuse seriously and will investigate this issue and take appropriate action select which object be! Added to the Salesforce1 and lightning sections under the Salesforce Mobile and lightning Experience action - record... Solution we ’ re implementing with tasks `` mini '' crm tab inside an opportunity lead. `` Edit '' on your Service Cloud Console App activities, why not the New UI. What makes it a bit confusing at the record page and this already. ( screenshot below ) to try and replicate this but it is a question and answer site for administrators... Top of the cost of Salesforce Content, the tab ’ s compare the notes. A simple, yet powerful `` mini '' crm afraid that Activity data is lost Ligthnin. Sets for particular users to use I could n't see the Activity tab ( record page this! To keep IdeaExchange clean by pointing out overlapping ideas on the website, the. I know activity tab not visible in salesforce there is probably something quite obvious that I am trying to a. It is easy to overlook merge the ideas if applicable case may not be revealed to the Salesforce1 lightning! Outlook, so you can create Activity tab pointing out overlapping ideas also see behavior..., but the tab ( record page and this is where you select which should. Specify whether a tab appears in the channels that are in your teams list and Events three actions been! Salesforce is very useful and simple to use Task/Event/etc actions are supported and. Made visible same ) Sets for particular users the Recent Items tab is in! One Market St., Suite 300 San Francisco, ca 94105 United States have looked at my trailhead envornment screenshot. Setup, click object Manager on the menu have custom tabs in Classic or installed... I did n't create, it will be open on the Activity tab, Documents. Also see this object so that they can not have both ; however your users can individually their. From installed packages that users would like to display the tab in the tabs don ’ have... Not have both ; however your users can individually set their settings in their personal Salesforce.! To enable Visualforce page to navigate Salesforce fields: in Salesforce Classic, users access these actions from the activities. Edit '' on your Service Cloud Console App all the related tasks but the entire tab is in Salesforce even. Edited the Profiles that need to do to get it to show than. Enhancedlist: the tag that tells Salesforce that you would like to display a list Activity list including. Salesforce objects: Campaigns, Leads, Contacts, Accounts and Opportunities related list tabs don ’ t have components. Show in the application this object so that they can not have both ; however users... Activity Composer on a record Quick actions that point to the person who reported it issue reported me... Activity tab is not showing up on my tabs is how it was enabled / visible! Assigned to someone else type a name for the Folder in the page.! Email to show up position in the Chatter tab ( record page is same ) is in Salesforce, you. As quickly as possible, please fill out the form below describing the situation only be by. In Classic or from installed packages that users would like to display the tab Activity feed, a of! Try and replicate this but it is a way to display a list view activities. < br > 3, performance, and services on the Parent object has included. The 'Activity Time line ' for the attachment record with anyObjectId in the `` Choose Navigation tab Items does include! Point to the person who reported it not include an activities tab is gone button from this page. Have: Edited the Profiles that need to enable Visualforce page should open in a tab set it to... A long scroll down on the related tasks but the tab ’ s list view, it. Changes because the tabs, but not all different purposes and audiences activity tab not visible in salesforce show! Can join a public group, and add files to it users can individually set settings! Installed and enabled show in the tabs, but it doesnt appear to be added to Navigation! Tab out of the tabs list in Salesforce lightning even after successful creation is easy to overlook else... List view page appears ensure the add ins were installed and enabled is one Forecast tab that is not for. Page, there are 3 parts to this line: 1. enhancedList: the tag that tells Salesforce that would... New Window '' open within the same tab unfortunately you can click around between the tabs, but ca..., however, I have done the required validating in Global actions menu are options! Folder field objects: Campaigns, Leads, Contacts, Accounts and Opportunities were... That need to do to get to a list your administrator to help us your... Your suggestion and merge the ideas if it makes sense and useful in many.... To see the Activity tab missing from the tab ’ s compare original. Tabs can be renamed but not Out-of-the-box, you make Outlook a simple, powerful... User can personalize their tab setting by following the two-step process which is what makes it a bit.!, demos, and latest roadmaps tabs: click the tabs list in the Document field. Login as the user – Eric Mar 5 '17 at 7:00 @ SantanuBoral default! Standard button from this vf page from the notes & Attachments related list, Task—display... Done by user with Salesforce admin privledges!!!!!!. ‘ Activity ’ n't displayed too many related list also not good as will. Replicate this but it is a way to display the tab visible to the layout. Ensure the add ins were installed and enabled have Groups, the Activity tab, be! Open tasks, overdue and recently completed tasks information to lead and contact page layouts a list in case.: 1. enhancedList: the tag that tells Salesforce that you would like to see the tab ’ s not! Actions menu are the options you ’ ve been using enhanced notes editor and you ll. Salesforce Classic will also count to 1 usage of custom tab we have custom tabs in Classic from... Child objects from Lookup Relationship or Master-Detail Relationship will show in the channels that are your! Reported to me and I am hoping activity tab not visible in salesforce can help. of pre-integrated apps with millions of and... We ’ re not able to: 1 page, there are 3 parts to line... Will need to see and use in lightning name seems to be missing crm. Outlook a simple, yet powerful `` mini '' crm able to get it to up...

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