Switch to tabbed activity composer using Metadata API

Data pubblicazione: Jun 14, 2023

Descrizione

The dynamic activity composer is commonly used on lead, contact, account, and opportunity pages. It isn’t available on the cases object. You can revert to the tabbed activity composer one page at a time, or in bulk.

Risoluzione

One Page at a Time

Navigate to the page whose activity composer you want to change. Click Setup and then Edit Page. In the Lightning App builder, select the Activities component and then select Use tabbed activity view. Save your changes and activate the page.

Bulk Changes

The Use tabbed activity view property is exposed in record/object FlexiPages. You can switch to the tabbed activity composer using the metadata API.

Developer guide to retrieve and deploy metadata:
https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/file_based_zip_file.htm

Document related to FlexiPage:
https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_flexipage.htm

Retrieve the FlexiPages

Use this example to retrieve the FlexiPages.

Sample config.xml for retrieving FlexiPages

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>*</members>
        <name>FlexiPage</name>
    </types>
    <version>57.0</version>
</Package>

NOTE: The minimum API version for this property is 57.0 (Prior to 57.0, only the tabbed activity composer existed).

Update the FlexiPages

Once FlexiPages are retrieved by the metadata API using the config.xml file, update the object flexipage <componentInstanceProperties> for activityPanel flexipageRegions. In this example, you can update all the objects that are using activityPanel FlexipageRegions.

<flexiPageRegions>
        <itemInstances>
            <componentInstance>
                <componentInstanceProperties>
                    <name>showLegacyActivityComposer</name>
                    <value>true</value>
                </componentInstanceProperties>
                <componentName>runtime_sales_activities:activityPanel</componentName>
                <identifier>runtime_sales_activities_activityPanel</identifier>
            </componentInstance>
        </itemInstances>
        <mode>Replace</mode>
        <name>activityTabContent</name>
        <type>Facet</type>
    </flexiPageRegions>

Deploy the Metadata

Choose a method to deploy the changes.

Use a ZIP File

Create a zip folder for these changes. The folder hierarchy should be the same as at metadata retrieve time. Deploy the zip folder using the metadata API. For more information, see Deploying and Retrieving Metadata with the Zip File in Salesforce Help.

Use Salesforce CLI

Use the command-line interface to deploy the metadata, using Salesforce CLI. For more information, see
Salesforce CLI in Salesforce Help.

Numero articolo Knowledge

000394649

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