Loading

Show a Task's Comments in the Salesforce Activity Related List

Fecha de publicación: Aug 12, 2025
Descripción

Currently it is not standard functionality to allow the Comment section of the Tasks to show in the Activity History or the Open Activity related lists.

 

Solución

As a workaround, you can create a custom field and use a flow to populate that field with the comment information. That custom field can be displayed in the related list. 

  1. Navigate to Setup and the Activity custom fields.
    • In Lightning Experience:
      1. Select the Object Manager tab
      2. Type Activity into the Quick Find box and click Activity
      3. Select Fields & Relationships
    • In Salesforce Classic
      1. Type Activity into the Quick Find box
      2. Choose Activity Custom Fields
  2. Click New.
  3. Choose a text field.
  4. Enter a Field Label, Length, and Field Name. Be sure the Length is long enough to capture the Comments field.
  5. Click Next.
  6. Choose the desired Profile and click Next.
  7. Choose the desired Page Layout. Note: Users need to have Read access to this field, but this workaround does not require the field to be displayed on a page layout. 
  8. Click Save.

 

Once the field is created, create a Flow to populate the field: 
 
  1. Navigate to Setup and type Flow into the Quick Find box.
  2. Click on the New Flow button at the top-right corner.
  3. Now select Start from Scratch and select Next.
  4. Select a Record-Triggered Flow and click Create.
  5. Select the Task Object.
  6. Set to "Trigger the Flow" when a record is created or updated.
  7. Set Entry Conditions to "All Conditions are Met (AND)".
  8. Select the field as "Description" operator as "Does not Equal to" and values as "Empty String (Not Null).
  9. Set the value for "When to Run the Flow for Updated Records" as "Every time a record is updated and meets the condition requirements".
  10. Select Fast Field Updates.
  11. Now click on Tool Box at the top left corner of the Flow builder and click on the New Resource button.
  12. Select resource type as Formula.
  13. Fill the API name and select the Data type as Text.
  14. Paste the below formula IF(LEN({!$Record.Description})>255,LEFT({!$Record.Description},252)&"...",{!$Record.Description}).
  15. Click on Check Syntax and Done.
  16. Now create a new "Update Records" element.
  17. Select Use the task record that triggered the Flow.
  18. Set Filter Conditions to "None-always update record".
  19. For Set Field Values for the Task Record, set the field as Custom field created on activity above.
  20. Set the value as formula created as a resource.
  21. Save the changes and activate the Flow.

Go to the Page Layout of the Object that you require the field to show on the related list, and complete the following:

  1. Scroll down to the Activity History or Open Activity Related List.
  2. Click on the Wrench.
  3. Find the custom field in Available fields.
  4. Select the Field and click Add.
  5. Once added, click the up and down arrow to position the field on the related list (Optional).
  6. Click OK, then the field will be visible in the related list


Note:

Task ‘Comments’ field is a Long Text Area field which will have more than 255 characters, the formula ‘Note’ field will only show first 255 characters from the standard ‘Comment’ field.

Número del artículo de conocimiento

000387482

 
Cargando
Salesforce Help | Article