Actions Missing in Activity Composer on Objects

SCENARIO

While working on one of the requirements for the client based in Atlanta, a few users were unable to see some actions under Activity composer on the Lead object.

CHALLENGE

As an administrator, we were able to see all the actions like 'Log a call', 'New task', 'Email', 'New Event'  but some of the users were unable to see a few actions like 'New Task' and 'Log a call'. It was challenging to identify the problem that certain users were experiencing. We had some trouble going through all the settings and checking user and object setups because we were unsure of which configuration was acting inconsistently.

SOLUTION

To resolve this issue, we tried a lot of solutions and found a bunch of configurations we should check to control user access over Activity composers.

Below are 5 configurations that are useful to resolve this kind of issue.

1. Make sure the user has permission to the Task object
2. Check page layout assignment for the record type
3. Check object page layout
4. Check the default record type of the Global action and record type permission to the user
5. Ensure that users have permission to view the record type

Follow the below steps to verify all permissions and configurations.

1. Make sure the user has permission to the Task object.

• Open respective Profiles for the user who is facing the issue.
• Click on 'System Permission and verify user permission to the Task object.

2. Check page layout assignment for the record type.

• Go to Object Manager, find the 'Lead' object.
• Click on Record Types, Click on the 'Page layout Assignment' button and verify the page layout assigned to the user.

3. Check object page layout.

• Go to Object Manager, find the Lead object.
• Click on Page Layouts, Open the respective page layout where you want to add the missing action.
• Click 'Override the Predefined Actions' under Salesforce Mobile and Lightning Actions.
• Drag and Drop 'Log a Call' and 'Create Task' from Mobile & Lightning Actions and Save the page.

If the actions are added to the page layout even though users are not able to see the actions you can check another step.

4. Check the default record type of the Global action and record type permission to the user.

• Make sure the user has permission to the record type selected under the Global actions.

5. Ensure that users have permission to view the record type.

• Open respective Profiles for the user who is facing the issue.
• Click on 'Object Settings' and open the Task object.
• Make sure the user has permission to the record type for a particular action.

OUTPUT

Before modifying permissions

After modifying permissions

CONCLUSION

By following the above steps, we can verify the user permission & object configurations and modify them to make the actions visible to the user.

If you have any questions you can reach out our Salesforce Consulting team here.