Embed Taskfeed within an Account or Opportunity Page in Lightning

Taskfeed has been designed to work alongside your Salesforce Standard and Custom Objects. Out of the box, Taskfeed is related to Accounts and Opportunities to make it easier for you to access Boards related to these records without leaving their page.

This article shows how Salesforce administrators can embed the Taskfeed pre-built Visualforce page onto the Account or Opportunity page layout in Lightning Experience.

User Permissions Needed
To create and save Lightning pages in the Lightning App BuilderCustomize Application
To view Lightning pages in the Lightning App BuilderView Setup and Configuration

In Lightning Experience:

This video will show you step by step or you can follow the instructions below.

  1. To customize an existing record page in Lightning Experience for an Account or an Opportunity, click the Setup cog and select Edit Page.

If you don't already have a Lightning Page set up, create a Custom Lightning Record Page.

Then from the record page editor of the Lightning App Builder:

  1. Click on the Details tab on the Canvas section.

  2. In the Properties pane on the right, click Add Tab to create a new tab.

  3. Click on the new tab and for the Tab Label select Custom.

  4. Name the custom tab label “Taskfeed”.

  5. Click the Taskfeed tab on the Canvas to add a component to that area.

  6. From the Lightning Components Pane on the left, drag and drop the Visualforce element onto the Taskfeed tab area.

  7. On the Visualforce Properties pane on the right, select TaskfeedOpportunityEmbed for the Visualforce Page Name, if you are customizing an Opportunity record or TaskfeedAccountEmbed to customize an Account record.

  8. On the Visualforce Properties pane on the right, rename the Label to Taskfeed and adjust the height to 550 (recommended).

  9. Click Save.

  10. Click Activate (or Activation…) to assign the page to the appropriate Apps, Profiles and Record Types.

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