Add an Activity Subtype Field

Add the Subtype field to activities so that salespeople can classify their activities in detail for each activity type, such as an appointment, task, or call report. You enable the Subtype field in Activities using Application Composer.

Here's how to enable the Subtype field:

  1. Ensure you're working in an active sandbox.
  2. Click Navigator > Configuration > Application Composer.
  3. In the Objects navigation tree, expand Standard Objects and then expand Account.
  4. Click the Pages node.
  5. Ensure that the Application Pages tab is selected.
  6. On the Details Page Layouts region, duplicate the predefined layout and edit the resulting copy.
  7. While editing the copied layout, click the Reorder Subtabs icon.
  8. In the Configure Subtabs popup window, move the Reference Systems subtab to the Selected Subtabs box.
  9. Click OK on the popup window.

  10. Click Done in the edit page.

  11. Test the changes and publish the sandbox according to your company's business practices.

Note: Remember, salespeople can select subtypes only for active activity types. And, the subtype field is always dependent on the activity type selected.