How to Add Tab on Activity Tab in Salesforce

There will be times, we all need to add a tab on the activity tab in Salesforce. And here, I will explain how to add a tab on the activity tab in Salesforce. We will also discuss, how to append a tab on the activity tab in Salesforce.

Recently, I was working in Salesforce, where we got a requirement to add a tab on the activity tab Salesforce. So, in this blog, I will also explain, how to add a tab on the activity tab in Salesforce.

So, we will cover these topics in this Salesforce tutorial.

  • What is the activity tab?
  • How to add a tab on the activity tab in salesforce
  • How to add a tab on the activity tab in salesforce lightning
  • How to add a tab on the activity tab in salesforce classic
  • How to append a tab on the activity tab in salesforce
  • How to attach a tab on the activity tab in salesforce

What is the activity tab

The salesforce offers one of the most useful features which is the Activity tab. The activity tab is the tab that appears all the live and finalized activities for the current user. It is also used to create views in salesforce.

Many processes open the activity tab and permit the user to navigate to other tabs still the process is running.

Now suppose, Intel technologies is a Santa Clara, California, USA-based company and ness to add a tab on the activity tab for making its work easier.

So, with this, we understand what is the activity tab in salesforce.

Read How to Avoid Creating Duplicate records in Salesforce

How to add a tab on the activity tab in salesforce

Here we can see how to add a tab on the activity tab in salesforce. So, if you want to learn how to add a tab on the activity tab follow these steps:-

  • Firstly go, to the app launcher and search the sales in the search box, and select the sales.
  • After clicking on the sales, the Home page is open. From this Home page select the objects.
  • After selecting the object, click on the record which is present under the object. Select the gear icon, under the gear icon there is an Edit page option, Click on it.
  • Select the Layout option and then click on the Mobile and lightning option there are many items. Drag the item and drop it into Salesforce Mobile and Lightning Experience Actions.
  • After dragging and dropping the item, click on the save that is present on the right side.
See also  Create a Process with Process Builder in Salesforce

Now, let’s move ahead and see how to add a tab on the activity tab in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read: Joined Reports in Salesforce

How to add a tab on the activity tab in salesforce lightning

Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.

Follow the below steps on how to add a tab on the activity tab in salesforce lightning:-

Step-1: First go, to the app launcher and search the sales in the search box, and select the sales. After clicking on the sales, the Home page is open. From this Home page select the objects. Here we are selecting the Accounts object.

how to add a tab on activity tab in salesforce
how to add a tab on the activity tab in salesforce

Step-2: After clicking on the Accounts object, the Accounts recently viewed page is open, click on the Lind, Schiller, and Haad Fabric Mender Corp of America records.

how to add a tab on activity tab in salesforce lightning
how to add a tab on the activity tab in salesforce lightning

Step-3: After clicking on record, the Lind, Schiller, and Haag Fabric Mender Corp of America page is open inside this page on the left-hand side you can see that the activity tab is present on this activity tab there are a few tabs and we need to add more tab.

Add more tab on activity tab in salesforce
Add more tabs on the activity tab

Step-4: Click on the gear icon, under the gear icon there is an edit page option. Click on the edit page option.

Add a tab on activity tab in salesforce lightning
Click on the gear icon

Step-5: After clicking on the edit page, you can see that there is an Account Layout( Preview) option present on the left side, click on it.

Salesforce add tab on activity tab
Click on the account layout

Step-6: After clicking on the Account layout, the Account Page layout is open. Select the Mobile and lightning action field and search the log a call item from the Quick Search box and drag the Log a call item.

Salesforce lightning add tab on activity tab
The account page layout is open

Step-7: After dragging the log a call item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the log a call is added as a tab on the activity tab.

Add tab on activity tab in salesforce
click on the save option in salesforce

Step-8: After clicking on the save option, you can see that Log a Call is added on the activity tab. It is paced beside the New Task tab.

A tab id added on activity tab in salesforce
A tab is added on the activity tab in salesforce

Read How to create duplicate rule and matching rule in salesforce

How to add a tab on the activity tab in salesforce classic

Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.

Follow the below steps on How to add a tab on the activity tab in salesforce classic:-

Step-1: First go, to the Setup, and the Home page is open. From this Home page select the objects you want to select.

How to add a tab on activity tab in salesforce classic
How to add a tab on the activity tab in salesforce classic

Step-2: From the Recent Items, select the object. Here we are selecting the USA Project object.

Add tab on activity tab in salesforce classic
Add a tab on the activity tab in salesforce classic

Step-3: After clicking on the object, the USA project page is open, and then scroll down you can see the page layouts option. Click on the edit option.

Add a tab on activity tab in salesforce
Add a tab on the activity tab in salesforce

Step-4: After clicking on the edit option, the USA Project layout page is open, and select the Mobile and lightning action fields that are present in the left side panel.

See also  How to View Record Pages Assignments in Salesforce

And search the New Task item from the Quick Search box and drag the New Task item.

Select mobile and lightning actions and add tab on activity tab in salesforce
Select mobile and lightning actions

Step-5: After dragging the New Task item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the New Task is added as a tab on the activity tab.

Save the adding tab on activity tab in salesforce
Save the adding tab on the activity tab in salesforce

This is how we understand how to add a tab on the activity tab in salesforce classic.

Read How to Create Report on Duplicate Records in Salesforce

How to append a tab on the activity tab in salesforce

The activity tab is the tab that appears all the live and finalized activities for the current user. Here we are appending a tab on the activity tab in salesforce.

So, if you want to learn how to append a tab on the activity tab follow these steps:-

Step-1: First, go to the setup, and click on the object manager that is present beside the Home tab.

How to append a tab on activity tab in salesforce
How to append a tab on the activity tab in salesforce

Step-2: After clicking on the object manager, select the object you want to use. Here we are using the USA Project object. Clicking on it.

How to append a tab on activity tab in salesforce lightning
How to append a tab on the activity tab in salesforce lightning

Stpe-3: After selecting the object, click on the Page Layouts option that is present in the left side bar.

Click on the page layout in salesforce
Click on the page layout in salesforce

Step-4: After clicking on the page layouts option the page layouts page is open, and click on USA Project Layout.

Append a tab on activity tab in salesforce
click on the USA Project layout

Step-5: After clicking on the USA Project layout, the USA Project layout page is open. Select the Mobile and lightning action field and search the Mobile Smart Actions item from the Quick Search box and drag the Mobile Smart Actions item.

Select mobile and lightning action in salesforce
Select mobile and lightning action in salesforce

Step-6: After dragging the Mobile Smart Actions item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the Mobile Smart Actions is added as a tab on the activity tab.

Append a tab on activity tab in salesforce lightning
Save mobile smart tab

So, with this, we understand how to append a tab on the activity tab in salesforce.

Read How to find duplicate records in Salesforce

How to attach a tab on the activity tab in salesforce

The activity tab is used to create views. Many processes open the activity tab and permit the user to navigate to other tabs still the process is running.

See also  How to install and use Salesforce Inspector?

So, if you want to learn how to attach a tab on the activity tab in salesforce follow the below steps:-

Step-1: First go, to the app launcher and search the sales in the search box, and select the sales. After clicking on the sales, the Home page is open. From this Home page select the objects. Here we are selecting the USA Student object.

How to attach a tab on activity tab in salesforce
How to attach a tab on the activity tab in salesforce

Step-2: After clicking on the USA Student object, the USA Student recently viewed page is open, click on the Odell Kilback record.

How to attach a tab on activity tab in salesforce lightning
How to attach a tab on the activity tab in salesforce lightning

Step-3: After clicking on record, the Odell Kilback page is open inside this page on the left-hand side you can see that the activity tab is present on this activity tab there are a few tabs and we need to add more tabs.

Attach a tab on activity tab in salesforce
Attach a tab on the activity tab in salesforce

Step-4: Click on the gear icon, under the gear icon there is an edit page option. Click on the edit page option.

Attach a tab on activity tab in salesforce lightning
Attach a tab on the activity tab in salesforce lightning

Step-5: After clicking on the edit page, you can see that there is a USA Student Layout( Preview) option present on the left side, click on it.

Attach tab on the activity tab in salesforce
Select USA Student layout

Step-6: After clicking on the USA Student layout, the USA Student Page layout is open. Select the Mobile and lightning action field and search the Email item from the Quick Search box and drag the Email item.

Do you know how to add a tab on activity tab in salesforce
Click on mobile and lightning action

Step-7: After dragging the Email item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the Email is added as a tab on the activity tab.

Salesforce attach a tab on activity tab
Salesforce attach a tab on the activity tab

Step-8: After clicking on the save option, you can see that Email is added on the activity tab. It is paced beside the New Task tab.

Salesforce lightning attach a tab on activity tab
Salesforce lightning attaches a tab on the activity tab

This is how we understand how to attach a tab on the activity tab in salesforce.

Conclusion

In this tutorial, we have learned how to add a tab on the activity tab in salesforce, and also we have covered how to append a tab on the activity tab in salesforce. This can be performed on both salesforce lightning and salesforce classic.

  • What is the activity tab?
  • How to add a tab on the activity tab in salesforce
  • How to add a tab on the activity tab in salesforce lightning
  • How to add a tab on the activity tab in salesforce classic
  • How to append a tab on the activity tab in salesforce
  • How to attach a tab on the activity tab in salesforce

You may like the following salesforce tutorials: