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            Allow External Users to Access and Report on Tasks and Events

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            Allow External Users to Access and Report on Tasks and Events

            Take the following steps to give access to your portal and Experience Cloud site users to report on tasks and events.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Applies to: LWR, Aura, and Visualforce sites
            1. From Salesforce Setup, access the Object Manager.
            2. Access Tasks or Events, depending on which objects you must give access to.
            3. Click Fields & Relationships | Public | Set Field-Level Security. Check all the profiles you’d like to have access to this field and click Save.
            4. Click Page Layout and add the Public field to your Task or Event object’s page layout.
            5. Click Save.
            Note
            Note
            • These steps allow you to make the Public field visible to external users. However, for tasks and events to show up in reports, the Public field must be checked when the task or event is created. You can set up a flow to automatically check all new and edited tasks and events and being public. To include previously created tasks and events in reports, you must manually select the Public field.
            • However, if you use the Tasks and Events standard report type, all activities are displayed regardless of whether the "Public" box is checked.
             
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