How to Add Field to Task Object in Salesforce
Since Tasks and Events are both part of the Activities object, custom fields for them are created at the Activity level. Here's how to do it:
- Go to Setup > Object Manager.
- Look for the Activity label and click on it.
- Click on Fields & Relationships.
- Click on New.
- Define the field properties:some text
- Data Type: Choose the appropriate data type for your field (e.g., Text, Number, Date, etc.).
- Field Label: Enter a clear and descriptive label for users to understand the field's purpose.
- Field Name: Provide a unique name using letters, underscores, and numbers.
- Set other relevant properties like field-level security or validation rules.
- Click Save.
Add the Field to the Task Page Layout
- Go to Setup > Object Manager.
- Select Task.
- Click on Page Layouts.
- Edit the layout you want to use for your tasks.
- From the Fields palette on the left, drag and drop your newly created custom field to the desired section on the task layout.
- Click Save.
By following these steps, you've essentially added a custom field to the Task object.
Note: This field will also be available on the Event object because they share the underlying Activity object structure.
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