Actions are not visible in the Activity tab in Lightning Experience

This section explains how to resolve missing Log a Call, New Task, and New Event actions in the Salesforce Lightning Experience Activity tab.

Example Actions and Scenario

Sarah, a sales representative at a software company using Salesforce, notices that she cannot see certain actions (like "Log a Call," "New Task," and "New Event") in the Activity tab when viewing an Account record in Salesforce Lightning Experience. This issue is affecting her ability to quickly log her interactions with clients and schedule follow-up tasks.

Confirm that the missing Actions are due to record type association

Follow these steps in Salesforce Lightning Experience or Salesforce Classic to check the record type associated with a Global Action.

In Lightning Experience

1. Click the gear icon in the upper right corner.
2. Click Setup.
3. On the left panel, click User Interface.
4. Click Global Actions.
5. Check the record type used by the missing action by clicking Edit next to the action label.

In Salesforce Classic

1. Click Setup.
2. Expand Create by clicking the arrow next to it.
3. Under Create, expand Global Actions.
4. Under Global Actions, click Global Actions.
5. Check the record type used by the missing action by clicking Edit next to the action label.

Click Edit next to any of the missing Global Actions (New Event, New Task, Log a Call). If the Record Type picklist shows '--Master--', that is the cause of the issue.

Resolve the missing Actions

To resolve this issue, change the record type for the affected Global Action from '--Master--' to one of your custom record types. For more information, review Actions in Lightning Experience.

Ensure the record type assigned to the Global Action is available to the user(s) accessing the action on the record.

Check your record page settings for Activity Timeline or Related List

1. Click your avatar.
2. Select Settings.
3. Go to Display & Layout.
4. Look for Record Page Settings.
5. Check if the setting is set to Activity Timeline.

Note: If you do not have custom record types for Tasks or Events, you will not be able to select a record type. If you have custom record types, they must first be associated with the Global Action in order to display in Activity Composer within Lightning Experience.

To see additional helpful information, watch Troubleshooting Steps When Quick Action Does Not Appear.

Actions missing after installing a managed package

When you install a managed package that contains record types associated with the Tasks object, you may notice that all of your Task related actions no longer show in the Activity Action section of record pages in Lightning Experience.

This happens if your organization did not previously use record types on the Tasks object. If you did not previously have record types created, any global actions such as New Event, Log a Call, and New Task will default to --Master-- after the package installation creates a record type. Global actions with the default set to --Master-- do not appear in the global actions menu. As a result, your global actions are removed from the Activities list in Lightning Experience.

If you don't want to use the record type created by the package installation, you can create your own record type on the Tasks object.

Once you have the desired record type, assign it to the Task actions:

1. Navigate to Setup, and enter Actions in the Quick Find box.
2. Click Global Actions.
3. Click Edit next to the first Task Action that disappeared, such as 'Log a Call' or 'New Task.'
4. Specify the record type as Task and click Save. Repeat for each Task Action needed.