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Why are custom fields added to activities in Salesforce not reflected in the input window?

2023-06-28

Why are custom fields added to activities in Salesforce not reflected in the input window?

I added an item to the Salesforce activity, but it's not reflected on the input screen...


Salesforce is a CRM (customer management system) and a web service used all over the world.

Although it is a web service, it has a certain degree of customizability, and many companies use it for purposes other than sales.


Salesforce has "Activity record" to record what kind of activities were done for leads and opportunities.

It is a convenient function that allows you to record what kind of meetings and contacts you have with customers like a history.

And you can add custom fields to activities.

However, when We add custom fields to activities, the fields are not added to the activity input window for opportunities and leads.

Even if the item is reflected in the ToDo layout, it will not be reflected in the Opportunity or Lead.

Why is the added custom item not reflected in the input window?

So this time, I will introduce about "why custom items added to Salesforce activities are not reflected in the input window".


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