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Quick Actions fields not visible in Lightning Experience

게시 일자: Oct 13, 2022
상세 설명

Any new custom field or existing standard field on Task object is available in Salesforce Classic however you will notice this is not available in Lightning Experience.

솔루션


To make the standard field or the custom field visible in Lightning Experience, please follow the below steps.

 

  1. Go to
In Salesforce Classic: Setup | Create | Global Actions | Global Actions
In Lightning Experience: Gear icon | Setup | Platform Tools | User Interface | Global Actions | Global Actions
 
  1. Click on the Layout link right next to the action New Task. 
  2. Drag and drop the fields that you would like to add to the Task layout.
  3. Click on Save.
 

Note:
This apply to all Global Actions fields in Lightning Experience.


See also
Action Layout Editor
Quick Actions Implementation Guide​
Create Object-Specific Quick Actions
Set Predefined Field Values for Quick Action Fields
Object-Specific versus Global Actions
 

 

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