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Sienna Luard 3
log a call button not showing up in the activities lightning component
I am helping a friend out who is getting Salesforce up and running fo rher company, and we are having a hard time getting the Log Call and Send Email tabs to show up in the Activity Component. That functionality went away when they made the switch to Lightning.
She does sees the Activity and Chatter toggles.
I went right to Edit Page from the gear at the top right of the page, and was able to select Log Call and Send Email. I clicked Save and Activate, but the buttons did not show up.
We then went to Global Actions and confirmed that Log Call and Email were there.
I then went to the Page layouts and confirmed that Log a Call and Email were in the Salesforce Mobile and Lightning Experience Actions section of the Contact Page Layout.
We still had no luck.
I did some research and was wondering if creating a new Global Actions would be the answer. Perhaps we do not have the correct Record Type, and I did to dig in that direction?
I found these 2 resources.
https://success.salesforce.com/answers?id=9063A000000inTyQAI
https://www.youtube.com/watch?v=XlxFJ90iaZM
Does anybody have suggestions?
She does sees the Activity and Chatter toggles.
I went right to Edit Page from the gear at the top right of the page, and was able to select Log Call and Send Email. I clicked Save and Activate, but the buttons did not show up.
We then went to Global Actions and confirmed that Log Call and Email were there.
I then went to the Page layouts and confirmed that Log a Call and Email were in the Salesforce Mobile and Lightning Experience Actions section of the Contact Page Layout.
We still had no luck.
I did some research and was wondering if creating a new Global Actions would be the answer. Perhaps we do not have the correct Record Type, and I did to dig in that direction?
I found these 2 resources.
https://success.salesforce.com/answers?id=9063A000000inTyQAI
https://www.youtube.com/watch?v=XlxFJ90iaZM
Does anybody have suggestions?
Greetings to you!
Please refer to the below Knowledge Article and links which might help you further with the above issue.
https://help.salesforce.com/articleView?id=000316620&type=1&mode=1 (https://help.salesforce.com/articleView?id=000316620&type=1&mode=1)
https://www.simplysfdc.com/2018/08/salesforce-lightning-log-call-button.html
https://success.salesforce.com/answers?id=9063A000000DpRTQA0
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas