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Juan 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.
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.
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.
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.
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
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
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!
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.