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Juan Jose VelascoJuan Jose Velasco 

events tab missing in lead workspace "Work a Lead in the Lead Workspace" challenge

Hi, 
I'm following the "Optimize Sales Processes Using Path" unit, and when I'm going to create the event, I find out that the event tab is missing.
Event tab missing
Should I enable or activate it somehow? maybe by following another unit?


Any hint or help will be great.

Thank you very much in advance.
 
Best Answer chosen by Juan Jose Velasco
SandhyaSandhya (Salesforce Developers) 
Hi,


View the page layout for the Lead you want to update.
Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Make sure your users have permission to create new tasks and events, log calls, and send email.

Also refer below help article.
https://help.salesforce.com/articleView?id=activitytimeline_configure_call_task_event_tabs.htm&type=5

Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
 
Best Regards
Sandhya
 

All Answers

SandhyaSandhya (Salesforce Developers) 
Hi,


View the page layout for the Lead you want to update.
Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Make sure your users have permission to create new tasks and events, log calls, and send email.

Also refer below help article.
https://help.salesforce.com/articleView?id=activitytimeline_configure_call_task_event_tabs.htm&type=5

Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
 
Best Regards
Sandhya
 
This was selected as the best answer
Juan Jose VelascoJuan Jose Velasco
Hi Sandhya

Thank you very much for your answer.
I followed the steps you described and everything was correct.
I found also another solution that worked for my particular case --> https://success.salesforce.com/answers?id=9063A000000DoWwQAK

I had defined a record type for Events in my environment, but I hadn't chosen that record type in Global Actions.

I hope both answers help other people facing the same situation.
Thanks again!
ColbridgeColbridge
You probably have set a new record type - just select that record type. Its simple, the help article to do just that is here: https://help.salesforce.com/articleView?id=000316620&type=1&mode=1 - this solved my same issue. The steps that solved the issue is below:

Confirm that the missing Actions are due to record type association
Access Global Actions:
Lightning Experience - Select Setup | Home | User Interface | Global Actions | Global Actions 
Salesforce Classic (Aloha) - Select Setup | Global Actions 
Click Edit next to any of the missing Global Actions (New Event, New Task, Log a Call)
In the 'Record Type' pick list, '--Master--' displays. - change it to the record type you had created, in my case I just had to select the SHOWING record type which I had created for a different challenge. Good luck. 
Nidhin JayanNidhin Jayan
Great. This solved my issue, thanks.