It is useful to see the activities that are generated from shares, views, and downloads using KnowledgeTree, but your activity section in Salesforce may not show the activity type and share recipient data by default. By showing the activity type, users can better differentiate if it is a share, view or download.

The following instructions require an appropriate Salesforce role to allow for editing layouts.

To add this, on the layout that you wish to update in Salesforce, in Salesforce click Edit Layout in the upper right hand corner.

Click on the wrench in the Activity History section.

Under Available Fields, scroll to find Share Activity and Share Recipient Data. Select these and add them to the Selected Fields.

Make sure to save your change to the layout.

Now in the Activity History you will see what kind of Activity occurred as well as the information about that share recipient.

Click here for information about editing the Activity Task Layout.

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