ENABLE TASK CREATION ON THE KEY RESULT PAGE

If you can see the Tasks tab but you can’t see the component to create a Task like in the image below, follow the instructions to re-use or create a new Global Action.

As part of a managed package, we cannot select your record types. To configure them, you have 3 options:

Create an Object-Specific Quick Action

1. Go to the Setup page, click on the “Object Manager” tab, and search for “Key Result”.
2. Select the “Buttons, Links, and Actions” option.
3. Click on the “New Action” button using this information:
   • Action Type: Create a Record
   • Target Object: Task
   • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
   • Standard Label Type or Label: [Select or create a label]
   • Name: the unique name for the global action
   • Description: write a brief description
   • Create Feed Item: If enabled, it creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
   • Success Message: the success message you want to show when the task is created
4. Click on the “Save” button.
5. Select the fields to show on the component layout.
6. Select the “Page Layouts” menu item and click on the “Key Result Layout” link.
7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
8. Remove the “New Task” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
9. Click on the “Save” button.

Create a new Global Quick Action

1. Go to the Setup page and search “Global Actions”.
2. Click on the “New Action” button using this information:
   • Action Type: Create a Record
   • Target Object: Task
   • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
   • Standard Label Type or Label: [Select or create a label]
   • Name: the unique name for the global action
   • Description: write a brief description
   • Create Feed Item: If enabled, it creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
   • Success Message: the success message you want to show when the task is created
3. Click on the “Save” button.
4. Select the fields to show on the component layout.
5. Click on the “Object Manager” setup tab and search for “Key Result”.
6. Select on the “Page Layout” menu item and click on the “Key Result Layout” link.
7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
8. Remove the “New Task” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
9. Click on the “Save” button.

Re-use an existing Global Action

If you have an existing task global action with a valid record type, you can add your action to the layout by following the previous steps from 5 to 9 using your global action instead of the new one.

In both cases, you will see the task component in the Key Result page as below:

ENABLE EVENT CREATION ON ONE ON ONE PAGE

If you cannot create an event in the one on one record page like in the below image, follow the instructions to re-use or create a new Global Action.

As part of a managed package, we cannot select your record types. To configure them, you have 3 options:

Create an Object-Specific Quick Action

1. Go to the Setup page, click on the “Object Manager” tab and search for “One on One”.
2. Select the “Buttons, Links, and Actions” option.
3. Click on the “New Action” button using this information:
   • Action Type: Create a Record
   • Target Object: Event
   • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
   • Standard Label Type or Label: [Select or create a label]
   • Name: the unique name for the global action
   • Description: write a brief description
   • Create Feed Item: If enabled, it creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
   • Success Message: the success message you want to show when the event is created
4. Click on the “Save” button.
5. Select the fields to show on the component layout.
6. Select the “Page Layouts” menu item and click on the “One on One Layout” link.
7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
8. Remove the “New Task” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
9. Click on the “Save” button.

Create a new Global Action

1. Go to the Setup page and search for “Global Actions”.
2. Click on the “New Action” button using this information:
   • Action Type: Create a Record
   • Target Object: Event
   • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
   • Standard Label Type or Label: [Select or create a label]
   • Name: the unique name for the global action
   • Description: write a brief description
   • Create Feed Item: If enabled, it creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
   • Success Message: the success message you want to show when the event is created
3. Click on the “Save” button.
4. Select the fields to show on the component layout.
5. Click on the “Object Manager” setup tab and search for “One on One”.
6. Select the “Page Layout” menu item and click on the “One on One Layout” link.
7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
8. Remove the “New Event” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
9. Click on the “Save” button.

Re-use an existing Global Action

If you have an existing event global action with a valid record type, you can add your action to the layout by following the previous steps from 5 to 9 using your global action instead of the new one.

In both cases, you will see the task component in the One on One page as below:

HOW TO GRANT LOGIN ACCESS?

Salesforce Classic

1. Choose one of the following:
   • Navigate to Setup –> My Personal Information –> Grant Login Access
   • Navigate to Your Name –> My Settings –> Personal –> Grant Account Login Access
2. Use the Access Duration picklist to set the number of days to allow Login Access.
3. Click Save.

Lightning Experience User Interface

1. Click on the logged-in user’s avatar on the top right-hand side of the screen and choose Settings.
2. Click on Grant Account Login Access.
3. Use the Access Duration picklist to set the number of days to allow Login Access.
4. Click Save.