Add activity to Salesforce contact? | Community
Skip to main content
A
Anonymous
June 16, 2014
Solved

Add activity to Salesforce contact?

  • June 16, 2014
  • 2 replies
  • 1159 views
We'd like to add an activity to the Salesforce contact that triggers when a data change is identified in a certain field.  I'd like that activity to include tokens for this field and another field. Is there any way to do this that just goes straight to the activity log?  

I'm aware the Interesting Moments/Sales Insight has funtionality to do this, but I am looking for a way to go directly to the contact activity.




This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Josh_Hill13
You first select SFDC Type=Contact in your smart list.

Then use Create Task and put the tokens in the fields there.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
June 16, 2014
You first select SFDC Type=Contact in your smart list.

Then use Create Task and put the tokens in the fields there.
A
Anonymous
June 16, 2014
"Create task" - Yes!  Thank you this was my missing link!
Terms & ConditionsAccessibility statement

Loading footer...