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 :
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.
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
Step 2: Goto >Edit Object page >Click on >Buttons, Links, and Actions
Step 3. Click on New Action
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.
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.
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.
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.
In the same way we can customize any objects actions in Lightning experience. Kindly let me your feedback in comment section below.