How to Set Up
Note that this installation video uses Classic interface and our old CRM SuperStars branding! As Activity Comments Enabler simply creates and updates a field on Task or Event, it works equally well in the Lightning interface.
Important Lightning Information: If you have the Activity Related List visible but can’t see the Summary Comments, it’s probably because you have the Related List set to a ‘Basic’ type and you’ll need to change this to ‘Enhanced’ type. With Enhanced type, you can see all fields as in Classic – not just the first 4 fields, which was the default for Lightning when it launched.
You can change the type by editing a Lightning Record Page, selecting the related list and then choosing ‘Enhanced List’ from the Related List Type drop-down that appears on the right.
How To Use
Once installed, Activity Comments Enabler works as follows:
- When a task or activity is created by a user or integration, the first 255 characters of the Comments field is copied into the Summary Comments field
- If a task is designated as ‘Email’, then Activity Comments Enabler will seek to display the first 255 characters from the message – excluding headers
IMPORTANT NOTE. Activity Comments Enabler will not backfill the Summary Comments field for existing tasks and events. The Summary Comments field will be populated when the task/event is next edited.
You can use a bulk update tool such as RECORD REFRESHER to perform a bulk update – remembering that Salesforce will only return unarchived activities (tasks/events) for processing. This means that not all tasks/events may be processed by Record Refresher. If you wish to change your organisation’s activity archive settings (to increase from the default archive of 18 months), then please raise a case with Salesforce Support.
Developer Technical Information
- There is an Apex Trigger on Task and Event objects that fires on create and update of records.