
I'm rather new to SFDC platform but learning quickly. I'm trying to replicate the "My Tasks" which shows on the Home page for other pages such as Accounts and Opportunities so that we don't have every open activity shown by default on those pages. Best case is multiple views for managers or non-managers.
I'm unable to find something in the layout, but maybe I'm not looking in the right spots.
TIA
-s
8 answers
Scott,
Open Activities is a related list of Other objects. So you won't have it on Record detail page.
If you need separate tab for this, do the following;
Visualforce Tab
We need to create a simple visualforce page ( just copy scripts from below link).
Go to Setup - Develop - Pages, click New button, Fill the label and name, then copy and paste script from below link and click Save.
https://gist.github.com/anonymous/e236f61c247b7229de98
Then Go to Setup - Create - Tabs, Click New button on Visualforce Tabs related list, select visualforce page just created in dropdown
Note: you need to enable Visualforce page to all Profiles will use this tab or add in Permission Sets for particular users.
-RajKumaR