How To: Updating Event Subjects on the Activities Tab

Body

 

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.

“A Salesforce toolbar menu is open. The gear icon in the upper right is highlighted with a red box. The expanded menu shows options: ‘Setup’ at the top with a blue gear icon and the text ‘Setup for current app’; below it ‘Marketing Setup’ with an orange gear icon, ‘Developer Console,’ and ‘Edit Page.’ The ‘Setup’ option is outlined in red.”

2. Click on the Object Manager tab.

“A Salesforce Setup page showing the top navigation bar. The tab labeled ‘Object Manager’ is outlined with a red box. To the left, the Quick Find search bar appears above a sidebar with options including Setup Home, Service Setup Assistant, Multi‑Factor Authentication Assistant, Release Updates, and Lightning Experience Transition Assistant. On the right side is the Setup Home panel with a house icon.”

3. Type event in the quick find box and click on the Event object.

 

“A Salesforce Setup page showing the Object Manager list. A search field containing the word ‘Event’ is outlined with a red box. Below the search box, the row labeled ‘Event’ appears in the Label column and is also outlined with a red box. The table shows additional objects including ‘Attendance Event’ and ‘Event Log.’ Columns displayed include Label, API Name, Type, and Description.”

4. Click on the Fields & Relationships tab.

“A Salesforce Setup page for the Event object. In the left sidebar, the navigation menu lists options including Details, Fields & Relationships, Page Layouts, Lightning Record Pages, Buttons, Links, and Actions, Compact Layouts, and Field Sets. The menu item ‘Fields & Relationships’ is outlined with a red box. On the right, the Details panel displays fields such as Description, API Name: Event, Type: Standard Object, and checkboxes for Enable Reports, Track Activities, and Track Field History.”

5. Type “Subject” into the quick find box and click on the Subject field label.

“A Salesforce Setup page for the Event object showing the ‘Fields & Relationships’ section. At the top of the fields list, a search box contains the word ‘Subject’ and is outlined with a red box. In the table below, a single result labeled ‘Subject’ appears in the Field Label column and is also outlined with a red box. Columns displayed include Field Label, Field Name, Data Type, and Controlling Field.”

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.

“A Salesforce Setup page for the Event object showing the ‘Fields & Relationships’ section. The picklist values table for the field ‘Calendar Event Subject’ is visible. At the top right of the Values section, a ‘New’ button is outlined with a red box. The table lists several picklist values with columns for Action, Values, API Name, Default, Chart Colors, and Modified By.”

7. Type each new subject on separate lines (no commas). Click Save.

“A Salesforce Setup page for the Event object showing the ‘Calendar Event Subject’ picklist values editor. A large text box is outlined with a red box and contains two lines of text: ‘Admissions Event’ and ‘Tour/Meeting.’ Below the text box, the ‘Save’ button is outlined with a red box. The left sidebar shows navigation options such as Details, Fields & Relationships, Page Layouts, Lightning Record Pages, and other setup links.”

8. If you need to edit a subject in the picklist, click on the edit action for the value you need to edit.

“A Salesforce Setup page for the Event object showing the picklist values list for ‘Calendar Event Subject.’ The page displays a table with columns for Action, Values, API Name, Default, Chart Colors, and Modified By. The picklist value ‘Admissions Event’ appears as a row and is outlined with a red box. Additional values such as ‘CSEP Exam,’ ‘CSEP Exam – Zoom,’ and ‘CSEP Exam – Zoom Meeting’ are listed below. The left sidebar shows the Fields & Relationships menu item selected.”

9. Make any changes in the Label field and then click Save.

“A Salesforce Setup page for the Event object showing the ‘Calendar Event Subject’ picklist value editor. The label field displays ‘Admissions Event,’ and the API Name field shows ‘Admissions_Event.’ Both fields are outlined with a red box. Below them is a checkbox labeled ‘Default’ and a link labeled ‘Keep this field’s value but re‑order in the values section.’ At the bottom center, the ‘Save’ button is outlined with a red box. The left sidebar shows the Fields & Relationships menu selected.”

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.

“A Salesforce Setup page for the Event object showing the picklist values list for ‘Calendar Event Subject.’ In the table of values, the row labeled ‘Admissions Event’ in the Values column is outlined with a red box. Columns displayed include Action, Values, API Name, Default, Chart Colors, and Modified By. The Fields & Relationships menu is selected in the left sidebar.”

 

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.

Details

Details

Article ID: 141781
Created
Mon 2/28/22 3:39 PM
Modified
Mon 3/2/26 10:33 AM