Tuesday, April 28, 2015

SalesForce.com: How to display activity custom fields on standard object page layouts

Salesforce Activity object has two components – Tasks and Events. Whenever we add an activity custom field, there is an option to select the layout on which the custom fields should be made available.

But just setting this will not display the custom field on activity related lists of other standard objects.
To display on activities of related standard object, click on page layout of standard object,

Example: Account Object

Click on Related Lists and settings,

Select the new custom field from “Available Fields” list and move to Selected Fields.
Save the changes and you will now be able to view the custom field in the activities of standard object.

Written by Prabha Krishnamurthy


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