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Sunday, August 5, 2018

Salesforce Lightning: Log a Call button does not appear in Activity component

For those of you who have been migrated from Classic to Lightning, you notice that "Open Activities" and "Activity History" are no longer appeared in the related list, instead, they appear as a Lightning component called Activity. Log a Call, New Task, and New Event will not show as buttons anymore, but as tabs under the Activity component, as they appear as a separate component, users can enter the data without leaving the main detail page.


However, if you don't see those tabs under the Activity component, here are a few things you should check:

1. Page Layout
Yes, I am referring to the Classic page layout, not Lightning Page. If you have multiple page layout based on profile or record type or both. Make sure you are checking the correct page layout.

Open a record, click the gear icon, then Edit Page link, click Details tab, then click the layout in Details tab, check the page layout name with (previewed).



Now, go to that page layout -- back to the record page, click the Edit Object link under the gear icon, select the Page Layouts menu, then click the same page layout showed in the previewed earlier.

Make sure Log a Call, New Task, and New Event are added into the Salesforce Mobile and Lightning Experience Actions section.



 2. Record Type
Check if you have record type defined (even only one) in Task and Event, make sure they are selected in the global action because "one action only for one record type".



Now go to Global Actions under the Setup menu, click edit on Log a Call action. In the Record Type, change --Master-- to Special, and click the Save button.



Now, back to the record page and check the Activity component, you should see the Log a Call action appear under the Activity component. The same for the New Task action, it should appear too once you fix the Global Action.



For New Event action (as it is Event object), check if you have Record Type defined in the Event, if yes, you need to do the same for New Event action to define the Record Type.


Reference:



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22 comments:

  1. Mike SJanuary 30, 2020 at 8:12 AM

    Hi, none of these things worked! Any other ideas? Thanks.

    ReplyDelete
    Replies
    1. Johan YuJuly 15, 2020 at 8:07 AM

      Mike, there are many items that can cause this does not work, to be safe, log a case to salesforce support as they can get login access to your org. Thank you!

      Delete
  2. UnknownJuly 15, 2020 at 12:29 AM

    Mike - did you ever get this to work?

    ReplyDelete
  3. SagarJuly 24, 2020 at 10:10 PM

    I am able to see for some users but not for few other users with same profile.. any idea?

    ReplyDelete
    Replies
    1. Johan YuJuly 25, 2020 at 6:19 AM

      any permission set assign for users able to see the button?

      Delete
    2. UnknownFebruary 10, 2021 at 2:47 AM

      I have the same issue

      Delete
    3. Architect JuniorApril 26, 2022 at 12:25 AM

      I have the same issue. Some users can see the button and one profile can't

      Delete
    4. DeepakMay 9, 2022 at 10:44 AM

      Check for the User's Profile/ Permission Set Object Settings. In my case, Record Type was still pointing to Master as Assigned Record Type and Default Record Type instead of the one set under Global Action.

      Delete
  4. UnknownOctober 1, 2020 at 1:29 AM

    After months and months of searching high and low on different forums and trying to get this to work, this step by step guide finally did the trick! This is profoundly helpful for us - thank you, thank you, thank you!

    ReplyDelete
  5. UnknownOctober 7, 2020 at 6:26 PM

    i am new to Salesforce. Whenever i am click Log A Call in Salesforce Classic , pop up window Appering. where we can perform log a call and schedule Tasks.  whereas in lighting 
    ,  Whenever i am click Log A Call pop up window Appering. where we can perform log a call only. I am not able to see schedule a task.

    ReplyDelete
    Replies
    1. Johan YuOctober 10, 2020 at 11:19 AM

      yes, that's the different between Classic and Lightning

      Delete
  6. UnknownFebruary 8, 2021 at 5:24 AM

    None of these steps worked. The Log a Call button still doesn't appear

    ReplyDelete
    Replies
    1. Johan YuAugust 11, 2021 at 10:18 AM

      not sure if you get this fixed, but since none of us can see your org., I would advise you to log case to Salesforce support

      Delete
  7. DivaFebruary 11, 2021 at 6:08 AM

    For some reason, I can get Email and Log A Call to show up in other Lightning pages, with the exception for Cases. I'm stumped.

    ReplyDelete
    Replies
    1. Johan YuFebruary 11, 2021 at 3:05 PM

      Have you check if they are in Chatter component in Case?

      Delete
  8. JeremyAugust 11, 2021 at 5:52 AM

    Wow this worked!

    ReplyDelete
  9. Mohammad RazzakJanuary 12, 2022 at 11:15 PM

    Your instructions work for me. Thank you.

    ReplyDelete
  10. AnonymousMarch 24, 2022 at 6:28 PM

    Worked for me Thanks

    ReplyDelete
  11. jcouncilApril 27, 2022 at 9:31 AM

    Solution did not work until I used the "correct" logAcall and NewTask buttons. Anyone who has NPSP installed will have AT LEAST 2 each of these buttons. If you hover over the buttons in the pallet at the top, one contains the string npsp or npe03 or somesuch in the button name (which pops up on hover over). You NEED TO use the one that DOES NOT have "npsp" or "npe03" or np anything else in is.

    Try to use the standard SF version of these buttons (if you have some other apps installed they may generate even more LogACall and New Task Buttons - it should work when you figure out which is the standard SF button

    ReplyDelete