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.
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.
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.
Step-4: Click on the gear icon under the gear icon there is an edit page option. Click on the edit page option.
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.
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.
Step-7: The related list properties- open activity dialogue box is open. Click on the buttons option.
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.
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.
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.
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:
Step-2: After clicking on the object manager, select the object. Here we are selecting 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.
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.
Step-5: Click on the related list and then select the open activities section which is present below the related lists.
Step-6: After clicking on the open activity section, the related list properties- open activity dialogue box is open. Click on the 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.
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.
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.
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.
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.
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.
Step-4: Click on the gear icon under the gear icon there is an edit page option. Click on the edit page option.
Step-5: Click on the related list and then select the open activities section which is present below the related lists.
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.
Step-7: After clicking on the related list the open activities section is shown click on the icon.
Step-8: After clicking on the open activity section, the related list properties- open activity dialogue box is open. Click on the buttons option.
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.
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.
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.
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.
- How to Create a Case in Salesforce
- Validation Rule for Name Field in Salesforce
- How to create list view in Permission Set Salesforce
- Public Calendar in Salesforce
- Case Assignment Rule in Salesforce
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
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.