Notes on Enabling Activities for Custom Objects
Learn about things to consider when enabling activities for custom objects.
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| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- If you enable activities when creating a custom object, the activity related lists are added to the default page layout automatically. If you enable activities later, after the custom object already exists, you must add the related lists to the page layout manually.
- Disabling activities for a custom object doesn’t delete existing activity records. However, activity related lists are removed from custom object pages, and reports containing activities and the custom object are deleted.
- If a custom object has a master-detail relationship with accounts, the custom object’s activities roll up to the account and cause the account’s Last Activity date to be updated. For custom objects related to other types of records, the activities don’t roll up.
- The ability to send emails or create mail merge documents is available for activities on custom objects. The email must be sent to a contact or lead.
- When you change the ownership of a custom object record, any open activities related to that custom object are also transferred to the new record owner.
- You can’t disable activity tracking for a custom object if any workflow tasks are associated with that custom object.
- Custom object records can only be associated with a call log in Salesforce CRM Call Center if activities are enabled for the object.
See Also
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