USAM Activity Search: Configuring Page Layout

Set up the Searchable Activity Page layout with the required fields.

  1. Click Setup.
  2. Click Object Manager.
  3. Click Searchable Activity.
  4. Click Fields & Relationships.
  5. Click Activity Type.
  6. Under Values, click New.
  7. Enter all desired types you would like.
  8. Click Save.
  9. In the Object Manager, complete the above steps for the Activity page layout.
    • Ensure the same fields and values are also present in the Activity record so that the information can be mapped across.

Once the Page Layouts are configured, you must complete the initial population. For more details, USAM Activity Search: Initial Population.