Posted in Lightning, Salesforce

Salesforce Customize Activity Composer – Lightning Experience

Customize Activity Composer In Lightning Experience

Are you working on Lightning experience? Then definitely  you love the new Lightning Activity Composer window.  On  Salesforce Answer Community  the most rated question on Lightning Experience is How to customize Activity composer for Sobjects? I personally phased issue while working on activity composer window to customize the activity composer for New Task or Log A call. So i am writing this post to give step by steps solutions for this issue.

You can see some similar questions here :

1.https://success.salesforce.com/answers?id=9063A000000iSIiQAM

2.https://success.salesforce.com/answers?id=9063000000046ffAAA

3.https://developer.salesforce.com/forums/?id=906F0000000MKPiIAO

Business  Example :

Tonny working as a System administrator in Universal Container. He working on Lead to track all activities with a representative and wants to track the “Type” of task on Activity(Task) level in Lightning.

Issue: When we goto Lightning Lead object activity composer  and create new Task then we are having By default Subject, Due Date, Name, Related To, Assigned To and Status of Task on new Task composer window. This is standard action so we can’t customize this in lightning.

Kathy Snyder   Salesforce.png

Business Solution:  Here we can create new custom action on Lead object for New Task and will customize as per our business need. Follow these steps to create new action for New Task in Lightning Experience.

Step 1 : On object detail page click on  Setting Gear Icon on top of the page > Edit Object

Kathy Snyder   Salesforce2.png

Step 2:  Goto >Edit Object page >Click on >Buttons, Links, and Actions

Object Manager  Lead   Salesforce.png

Step 3.  Click on New Action

Object Manager  Lead   Salesforce2.png

Step 4.  On New action page

(i).  Action type : Choose create new record (We want to create new records here)

(ii). Target Object : Here we want to create Task so we choose Task.

(iii). We can use any Standard label for new actions

(iv). We can also modify label as per our need.

(v).We also have control over the success message after our action fire in Lightning.

Object Manager   Salesforce3.png

 

Step 5. After save it will promot new page layout to customize the fields which we want to display on new action composer window. So here i drag and drop the Type field from fields section to page layout and then save the layout.

Salesforce   Developer Edition   Salesforce.png

 

Step 6.  Then goto Object page layout>Edit the Layout> And drag and drop the new custom New Task action to Salesforce1 and Lightning Experience ations and remove the standard New Task action from layout.

Edit Page Layout  Lead Layout   Salesforce   Developer Edition   Salesforce.png

 

Step 7. After save the layout goto Lead detail page and in activity composer click on New Task. Now you can see here Sales user can easily track the Type of task while working on lead in Lightning experience.

Kathy Snyder   Salesforce5.png

 

In the same way we can customize any objects actions in Lightning experience. Kindly let me your feedback in  comment section below.

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References : Customizing Compact Layouts Customizing Compact Layouts 

Actions Missing from Activity Composer on Standard Objects

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Author:

Hi! I am Pritam Shekhawat, Salesforce MVP. I am working as a 3x Certified Salesforce developer as well I am a co-leader of Noida Salesforce user group. Most important thing which I like about Salesforce is giving back. There aren’t enough words in the dictionary to describe the significance of giving back.

14 thoughts on “Salesforce Customize Activity Composer – Lightning Experience

  1. Hi Pritam,

    Great artical here I’ve been looking everywhere for a similar solution. My question is will this also work for the “Log A Call” tab in the activity component. I cant find a way to add the Type field to be available

    Liked by 1 person

    1. Hi Dylan,
      Glad to know that you liked it. Yes it will work for Log A Call as well. You can add a Type field there if it’s not already there and you can customize window composer using above steps. Let me know if you having any issue with it. So i can assist you. Thanks

      Like

  2. Hi Pritam
    Great article, just one more thing, how can I make “Name” field searchable as it in the original button. It looks fixed in your screenshot too.

    Like

    1. Hi Ali,
      It depends on where you are trying to add new activity. If you create new activity on contact / Lead it will automatically fill Name field from the contact/Lead name . In the same way it will work for related to. Let me know if you having any other issues.

      Like

  3. Hi Pritam – thanks for the great article. Very helpful. Can you be more specific about how to put the type field on the existing Log a Call form? I can’t find anywhere to add a field to that action. Or, is the only option to create a new Log a Call form?

    Thanks,
    Chris

    Like

    1. Hi Chris – Glad to hear that you liked it !! Yes as of now the only way to add type to Log A Call to create new action as i mentioned in above post. Let me know if you want more information about it.

      Like

  4. Great article, but something is doing wrong in my own salesforce session. I followed step by step, but I cannot get any change on Activity tab, either for opportunity and for contacts. I checked again and again, I desinstalled a former package that had created actions like log a call …, I checked the record type action and attribution pages but still no success. I’am about to open a case to salesforce support but I fear long delays to reply or identify what is wrong. Anyway something is going wrong in my session because in ligthning, I cannot add a new contact to an account if I use the button located in contacts zone. I can type information when window opens but cannot save. It works if I use the new contact button in the header. It says correct the error before saving but there is no error ???
    If you could help that would be great. rgds

    Like

  5. Hi Pritam, I have created the new action as Log a call, however it Name field I cannot add multiple name, I wanted to Log a Call against multiple contact do you know what should I do to suffice this?
    I have already enabled the Activity Setting to add multiple contacts. In fact in standard Log a call I can add multiple contacts.

    Like

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