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'Edit' and 'Delete' Actions in Tasks Not Found in Lightning Experience

게시 일자: May 25, 2026
상세 설명

The Edit and Delete buttons aren't visible on a task.

솔루션

If you have confirmed that the impacted user has the necessary Edit and Delete permissions, either via a profile or permission set, check to ensure their page layout includes the expected buttons in the Salesforce Mobile and Lightning Experience Actions. 
 

1. Navigate to Setup within Lightning.
2. Click the Object Manager tab.
3. Go to Task > Page Layouts > click on the respective Page Layout Name link.
4. Click Mobile and Lightning Actions.
6. Add the Edit and Delete buttons to Salesforce Mobile and Lightning Experience Actions section.
7. Click Save.


Note: If the 'Salesforce Mobile and Lightning Experience Actions' section has this note: "Actions in this section are predefined by Salesforce...", click override the predefined actions.

Knowledge 기사 번호

000384082

 
로드 중
Salesforce Help | Article