New Task and New Event with Record Type Selection in Salesforce Lightning Experience

Record Page Settings helps us to decide how to configure New Task and New Event with Record Type selection.


Note:
If Einstein Activity Captured in your org, then by default the Record Page Setting will be Related List.

For "Activity Timeline" Setup:
1. Add Related List - Single to the Lightning Record Page.

2. Select "Open Activities" as the related list.



For "Related Lists" Setup:
Add Open Activities to the Related List.



No comments:

Post a Comment