On record pages in the Activities component, when I want to create a New Task or Log a Call, the activity relates itself to the record I'm on, as it should. In Salesforce Classic, the (2nd) related lookup field defaulted to Opportunities. In Lightning, this related lookup field defaults to the first object in ABC order.
1. Can I narrow down the list of available objects in this lookup field? Preferably, based on what object I'm on, I only have a few options. Ex I'm on a Contact record, the lookup excludes my custom "account strategy" object.
2. Can I specify which object the lookup field defaults to? Ex Opportunities
댓글 4개