However, if you don't see those tabs under the Activity component, here are a few things you should check:
1. Page Layout
Yes, I am referring to the Classic page layout, not Lightning Page. If you have multiple page layout based on profile or record type or both. Make sure you are checking the correct page layout.
Open a record, click the gear icon, then Edit Page link, click Details tab, then click the layout in Details tab, check the page layout name with (previewed).
Now, go to that page layout -- back to the record page, click the Edit Object link under the gear icon, select the Page Layouts menu, then click the same page layout showed in the previewed earlier.
Make sure Log a Call, New Task, and New Event are added into the Salesforce Mobile and Lightning Experience Actions section.
2. Record Type
Check if you have record type defined (even only one) in Task and Event, make sure they are selected in the global action because "one action only for one record type".
Now go to Global Actions under the Setup menu, click edit on Log a Call action. In the Record Type, change --Master-- to Special, and click the Save button.
For New Event action (as it is Event object), check if you have Record Type defined in the Event, if yes, you need to do the same for New Event action to define the Record Type.
- Actions are not showing in the Activity tab in Lightning Experience
- Salesforce: Customize Log a Call button
Hi, none of these things worked! Any other ideas? Thanks.ReplyDelete
Mike, there are many items that can cause this does not work, to be safe, log a case to salesforce support as they can get login access to your org. Thank you!Delete
Mike - did you ever get this to work?ReplyDelete
I am able to see for some users but not for few other users with same profile.. any idea?ReplyDelete
any permission set assign for users able to see the button?Delete
I have the same issueDelete
I have the same issue. Some users can see the button and one profile can'tDelete
Check for the User's Profile/ Permission Set Object Settings. In my case, Record Type was still pointing to Master as Assigned Record Type and Default Record Type instead of the one set under Global Action.Delete
After months and months of searching high and low on different forums and trying to get this to work, this step by step guide finally did the trick! This is profoundly helpful for us - thank you, thank you, thank you!ReplyDelete
wow great to hear that!Delete
i am new to Salesforce. Whenever i am click Log A Call in Salesforce Classic , pop up window Appering. where we can perform log a call and schedule Tasks. whereas in lightingReplyDelete
, Whenever i am click Log A Call pop up window Appering. where we can perform log a call only. I am not able to see schedule a task.
yes, that's the different between Classic and LightningDelete
None of these steps worked. The Log a Call button still doesn't appearReplyDelete
not sure if you get this fixed, but since none of us can see your org., I would advise you to log case to Salesforce supportDelete
For some reason, I can get Email and Log A Call to show up in other Lightning pages, with the exception for Cases. I'm stumped.ReplyDelete
Have you check if they are in Chatter component in Case?Delete
Wow this worked!ReplyDelete
Your instructions work for me. Thank you.ReplyDelete
Worked for me ThanksReplyDelete
Solution did not work until I used the "correct" logAcall and NewTask buttons. Anyone who has NPSP installed will have AT LEAST 2 each of these buttons. If you hover over the buttons in the pallet at the top, one contains the string npsp or npe03 or somesuch in the button name (which pops up on hover over). You NEED TO use the one that DOES NOT have "npsp" or "npe03" or np anything else in is.ReplyDelete
Try to use the standard SF version of these buttons (if you have some other apps installed they may generate even more LogACall and New Task Buttons - it should work when you figure out which is the standard SF button
thanks for sharing related to NPSPDelete