How to remove new event button from case object in salesforce

In this salesforce tutorial, we will discuss, how to remove new event button from the case object in salesforce. I will also show you, how to uncheck the new event button in the open activities section in salesforce.

Recently, I was working with open activity in Salesforce lightning, where we got a requirement to remove the new event button in the open activities section from the case object in Salesforce.

So, in this blog, I will also explain, how to remove the new event button in the open activities section from the case object in Salesforce.

  • What is an open activity in Salesforce?
  • How to remove new event button from case object in salesforce
  • How to remove new event button from case object in salesforce lightning
  • How to uncheck new event button from case object in salesforce
  • How to detach new event button from case object in salesforce

What is an open activity in Salesforce?

In Salesforce open activity lies under related lists that inform us which meeting, task, event, and appointment is still pending for the records. In Salesforce, there is a calendar and My task section in which these activities are also displayed.

Now let’s understand what an open activity in salesforce is with the help of a scenario.

Suppose, there is a FedEx company that is based in Memphis, USA. They also used open activity section for managing their meetings, events, and tasks. The open activity section informs the company about their upcoming meetings and appointment which is very useful and makes their work easier.

So, with this, we understand what is an open activity in salesforce.

Read: How to remove new event from activity tab in Salesforce lightning

How to remove new event button from case object in salesforce

Here we will understand how to remove the new event button in the open activities section from the case object in salesforce.

So, let’s see how to remove the new event button in the open activities section from the case object in salesforce.

If you want to learn how to remove the new event button in the open activities section from the case object in salesforce follow these steps:

  • Login into the salesforce account, click on app launcher search the sales in the search box. Click on sales.
  • After clicking on save the Sales page is open. Click on the cases object that is present in the nav bar.
  • After clicking on the cases object the case recently viewed page is open. There are lots of cases present on the case page. Select one of the case.
  • After selecting the case, that case is open click on the related option and you can see that open activity section. In the open activity section, there is two option. One is a new task and another is a new event. we want to remove this new event button.
  • Click on the gear icon under the gear icon there is an edit page option. Click on the edit page option.
  • The edit page is open, on the right side, there is lots of option. Click on the case layout option.
  • After clicking on the case layout option, the case page layout is open then click on the related list after that click on open activities.
  • The related list properties- open activity dialogue box is open. Click on the buttons option.
  • After clicking on the button option, the standard button is shown as a new task and a new event.
  • Uncheck the box which you want to remove in open activity from the case object then click on ok then click on save.
  • After clicking on the save option the new event button is removed from the open activity section.

Now, let’s move ahead and see how to get a security token in Salesforce. We will explore the salesforce experiences: Salesforce lightning.

Read: How to Get Security Token in Salesforce

How to remove new event button from case object in salesforce lightning

However, when I tried to approach the open activity section in the case object, we can see the two buttons. The first one is a new task and the one is a new event but we want only the new task button visible under the open activity section.

So, I want to remove the new event button in the open activity section from the case object.

Now let’s understand how to remove the new event button in the open activities section in salesforce:

Step-1: Login into the salesforce account, click on app launcher search the sales in the search box. Click on sales.

After clicking on save the Sales page is open. Click on the object of the case that is present in the nav bar.

How to remove new event button in open activities section from case object in salesforce
How to remove new event button in open activities section from case object in salesforce

Step-2:After clicking on the cases object the case recently viewed page is open. There are lots of cases present on the case page. Select one of the case. Here we are selecting the 00001037.

How to remove new event button in open activities section from case object in salesforce lightning
Select one of the case

Step-3: After selecting the case, that case is open click on the related option and you can see that open activity section. In the open activity section, there is two option. One is a new task and another is a new event. we want to remove this new event button.

Remove new event button in open activities section from case object in salesforce
Click on related tab

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

Remove new event button in open activities section from case object in salesforce lightning
Click on edit page

Step-5: The edit page is open, click on related tab option. On the right side, there is lots of option. Click on the case layout option.

Salesforce remove new event button in open activities section from case object
Select case layout

Step-6: After clicking on the case layout option, the case page layout is open then click on the related list after that click on open activities.

Salesforce lightning remove new event button in open activities section from case object
Click on the related list

Step-7: The related list properties- open activity dialogue box is open. Click on the buttons option.

Salesforce remove new event button in open activities section from case object in salesforce
Select the button

Step-8: After clicking on the button option, the standard button is shown as a new task and a new event.

Uncheck the box which you want to remove in open activity from the case object and then click on OK button.

Salesforce lightning remove new event button in open activities section from case object in salesforce
Uncheck the new event button

Step-9: After clicking on OK button then click on save option. After clicking on the save option the new event button is removed from the open activity section.

Salesforce remove a new event button in the open activities section from the case object in salesforce lightning
Click on the save option

Step-10: After clicking on the save option the new event button is removed from the open activity section only new task button is present.

Remove the new event button in open activities section from case object in salesforce
New event is removed

This is how we understand how to How to remove the new event button in the open activities section from the case object in Salesforce lightning.

Read: How to Enable Activity Timeline in Salesforce

How to uncheck new event button from case object in salesforce

Here we will understand how to uncheck the new event button in the open activities section from the case object in salesforce.

So, let’s see how to uncheck the new event button in the open activities section from the case object in salesforce.

If you want to learn how to uncheck the new event button in the open activities section from the case object in salesforce follow these steps:

Step-1:

How to uncheck the new event button in the open activities section from the case object in salesforce
Click on the object manager

Step-2: After clicking on the object manager, select the object. Here we are selecting the case object.

How to uncheck the new event button in the open activities section from the case object in salesforce lightning
Select the case object

Step-3: After clicking on the case object, the case object page is open. Select the case page layout which is present in the left sidebar.

Uncheck the new event button in the open activities section from the case object in salesforce
Select the case page layout

Step-4: After clicking on the case page layout, the case page layout page is open. Under this page, there is a case layout option. Click on it.

Uncheck the new event button in the open activities section from the case object in salesforce lightning
Select case layout

Step-5: Click on the related list and then select the open activities section which is present below the related lists.

Salesforce uncheck the new event button in the open activities section from the case object
Click on open activities section

Step-6: After clicking on the open activity section, the related list properties- open activity dialogue box is open. Click on the buttons option.

Salesforce lightning Uncheck the new event button in the open activities section from the case object
Click on buttons option

Step-7: After clicking on the button option, the standard button is shown as a new task and a new event. Uncheck the box which you want to remove in open activity from the case object and then click on the OK button.

Uncheck the new event button in the open activities section from the case object in the salesforce
Click on Ok

Step-8: After clicking on the OK button then click on the save option. After clicking on the save option the new event button is removed from the open activity section.

How to uncheck the new event button in the open activities section from the case object in the salesforce lightning
Click on the save option

Step-9: After clicking on the save option the new event button is removed from the open activity section only the new task button is present.

Uncheck a new event button in the open activities section from the case object in salesforce
New event is removed

So, with this, we understand how to uncheck the new event button in the open activities section from the case object in salesforce.

Read: How to Delete a Case in Salesforce

How to detach new event button from case object in salesforce

Here we will understand how to detach the new event button in the open activities section from the case object in salesforce.

So, let’s see how to detach the new event button in the open activities section from the case object in salesforce.

If you want to learn how to detach the new event button in the open activities section from the case object in salesforce follow these steps:

Step-1: Login into the salesforce account, click on app launcher search the sales in the search box. Click on sales.

After clicking on save the Sales page is open. Click on the cases object that is present in the nav bar.

How to detach the new event button in the open activities section from the case object in salesforce
Click on the cases tab

Step-2:After clicking on the cases object the case recently viewed page is open. There are lots of cases present on the case page. Select one of the case. Here we are selecting the 00001024.

How to detach the new event button in the open activities section from the case object in salesforce lightning
How to detach the new event button in the open activities section from the case object in salesforce lightning

Step-3: After selecting the case, that case is open click on the related option and you can see that open activity section. In the open activity section, there is two option. One is a new task and another is a new event. we want to remove this new event button.

Detach the new event button in the open activities section from the case object in salesforce
Click on related tab

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

Detach the new event button in the open activities section from the case object in salesforce lightning
Click on the edit page

Step-5: Click on the related list and then select the open activities section which is present below the related lists.

Salesforce detach the new event button in the open activities section from the case object
Select case layout

Step-6: After clicking on the case layout option, the case page layout is open then click on the related list after that click on open activities.

Salesforce lightning detach the new event button in the open activities section from the case object
Click on related list

Step-7: After clicking on the related list the open activities section is shown click on the icon.

How to detach a new event button in the open activities section from the case object in salesforce
Select the open activities

Step-8: After clicking on the open activity section, the related list properties- open activity dialogue box is open. Click on the buttons option.

How to detach a new event button in the open activities section from the case object in salesforce lightning
Click on buttons

Step-9: After clicking on the button option, the standard button is shown as a new task and a new event. Uncheck the box which you want to remove in open activity from the case object and then click on OK button.

Detach new event button in the open activities section from the case object in salesforce
Click on the OK button

Step-10: After clicking on OK button then click on save option. After clicking on the save option the new event button is removed from the open activity section.

Salesforce lightning detach the new event button in the open activities section from the case object in salesforce
Click on save option

Step-11: After clicking on the save option the new event button is removed from the open activity section only new task button is present.

How to detach new event button in the open activities section from the case object in the salesforce
New event button is removed

In this way, we have learned how to detach the new event button in the open activities section from the case object in salesforce.

You may also like to read the following Salesforce tutorials.

Conclusion

In this tutorial, we have learned How to remove the new event button in the open activities section from the case object in salesforce, and also we have covered How to uncheck the new event button in the open activities section from the case object in salesforce. This can be performed on salesforce lightning.

  • What is an open activity in Salesforce?
  • How to remove new event button from case object in salesforce
  • How to remove new event button from case object in salesforce lightning
  • How to uncheck new event button from case object in salesforce
  • How to detach new event button from case object in salesforce