Topic
Updating Event Subjects on the Activities Tab
Environment (Products involved such as e.g. hardware, software, network)
Computer, Salesforce
Resolution or Steps
Enrollment services staff use the activities tab to track events such as meetings with students, on campus events, phone calls, testing meetings, etc. and they have a picklist of available subjects to choose from that indicate what type of event it was. This article will walk admin users through updating/adding options to that picklist.
1. Log into Salesforce and click on setup (the Gear Icon) in the upper right-hand corner and then click on Setup.
2. Click on the Object Manager tab.
3. Type event in the quick find box and click on the Event object.
4. Click on the Fields & Relationships tab.
5. Type “Subject” into the quick find box and click on the Subject field label.
6. Scroll down to the ‘Calendar Event Subject Picklist Values’ section. If you need to add a new value, click New. If you need to edit a value, skip to step 8. If you need to remove a value, skip to step 10.
7. Type each new subject on separate lines (no commas). Click Save.
8. If you need to edit a subject in the picklist, click on the edit action for the value you need to edit.
9. Make any changes in the Label field and then click Save.
10. If you need to remove a value or subject, it is recommended that you deactivate it using the deactivate link next to the value you wish to remove vs. deleting. However, if you do want to permanently remove one of the values, you can click the delete link next to the label you want to remove.
Summary:
You have now completed your changes to the event subject field. If you need to make changes to other fields on the Event object, search for or scroll to the field you wish to edit, and click the field label link.