This functionality is supported in the restriction and redaction data regulation models.
The InCountry Data Residency for Salesforce package provides the Activity component as a replacement for the native Activity component.
Adding the Activity component to the page layout
Please follow these instructions if you use Salesforce Lightning.
Open the list for a specific object and select a specific record.
Click Setup, then select Edit Page.
On the Lightning App Builder page, add a new tab. Select
Customand enter a custom label.
activityPanelcomponent to the tab.
Regulate the visibility of components by adding filters.
Click Activation and activate the modified page.
Working with the Activity component
The Activity component allows you to manage tasks, log calls, and schedule events with your customers and prospects. InCountry’s equivalent of this component resembles the native Salesforce component and provides a similar user experience.
Creating a new task activity
Within the Activity component, locate the New Task tab and select it.
Click Add new Activity.
Fill out details of a new activity.
Filtering task activities
Select the New Task tab.
Locate the Filter icon and click it.
Define the filtration criteria.
Click Apply or Apply & Save (to permanently save the filtration criteria).
Select the Log a Call tab.
Enter the log summary.
Select the New Event tab.
Fill in details for the event.
Define the event time.
Locate the Task Timeline block.
Locate the task you want to close and hover over it.
Check the box. The task is closed.
If you closed the task accidentally, clear the box.
In the Choose Status form, select the current status of the task.