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Create custom fields for Tasks or Events

Udgivelsesdato: Jun 24, 2026
Beskrivelse

In Salesforce, Tasks and Events are both part of the Activities object. Because of this shared parent object, you cannot create custom fields directly on the Task or Event object. Instead, custom fields for Tasks and Events are created at the Activity level in Setup, and then assigned to the appropriate Task and Event page layouts.

When you navigate to Task or Event fields in Setup, you may notice there is no New button to create custom fields. This is expected — custom fields for these objects must be created from the Activity object.

Note: Custom fields are not available on Activities in Group Edition. See Create Custom Fields for more information.

Løsning

Since Tasks and Events are both part of the Activities object, create custom fields at the Activity level. The steps differ slightly between Salesforce Classic and Lightning Experience.
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In Salesforce Classic

Go to Setup.

Enter Activities in the Quick Find box.

Click Activity Custom Fields.

Click New.

 

In Lightning Experience

Click the Gear icon on the top right.

Click Setup.

Click Object Manager.

Enter Activity in the Quick Find box and click the Activity label to open the object's setup.

On the left side, click Fields & Relationships.

Click New.

 

Assigning Fields to Tasks vs. Events

To differentiate between Task and Event custom fields, select the appropriate page layouts on step 4 of 4 during the field creation process. The field can be added to both Tasks and Events, or just one of the objects.

After the field is created, return to Activity Custom Fields in Setup if you need to make changes to custom Activity fields.
 

Vidensartikelnummer

000387017

 
Indlæser
Salesforce Help | Article