Can i have log a call/ meeting for a custom object in salesforce. I am new to salesforce
I mean here can we add log a call for custom object, I checked we can use activities object, but i am not sure if i change the layout of this screen, i think it will affect layout if this is used in account/Lead Objects.
So i was thinking can i create the same screen in VF for my custom object or can i use existing activities object?
if any more detail is required on this please let me know
You can add it on the Custom Object by enabling Activities Properties for your custom Object and it will add Related List for the same. No Problem you can test in Sandbox or any developer Org.
I have enabled activities for my custom object...I added custom field in activities but now this field is shown under all activity list of standard object and other custom object... I want to know is there any solution to show custom field only for my custom object.. I know record type is one solution but in this user has to select record type manually is there any other solution ?
Go to your Page Layouts for the Objects like Account and Contacts to remove custom fields from the page Layout Go to Activities Related List and edit it as per the requirement.
Prefer below screenshot to remove the custom fields.
Thanks for the reply, But this is to display on Account Detail Page, I am talking about when we create new call log then my custom field should be displayed for editing and this field should not display for the standard object when they log a call from the account page.
This related list is not based on Specific profile. It is based on My custom detail page specific. So can you please let me know how can i achieve this.
Please share complete requirement and in details so that it would be easy for us to support you.
Thanks
Lokesh
Can i have log a call/ meeting for a custom object in salesforce. I am new to salesforce
I mean here can we add log a call for custom object, I checked we can use activities object, but i am not sure if i change the layout of this screen, i think it will affect layout if this is used in account/Lead Objects.
So i was thinking can i create the same screen in VF for my custom object or can i use existing activities object?
if any more detail is required on this please let me know
You can add it on the Custom Object by enabling Activities Properties for your custom Object and it will add Related List for the same. No Problem you can test in Sandbox or any developer Org.
Refer below link.
https://help.salesforce.com/articleView?id=000232901&type=1
https://success.salesforce.com/answers?id=90630000000h2nJAAQ
https://help.salesforce.com/articleView?id=tracking_activities_for_custom_objects.htm&type=0
Thanks
Lokesh
Lokesh
Prefer below screenshot to remove the custom fields.
Thanks
Lokesh
Thanks for the reply, But this is to display on Account Detail Page, I am talking about when we create new call log then my custom field should be displayed for editing and this field should not display for the standard object when they log a call from the account page.