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Re: Add activity to Salesforce contact?

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Anonymous
Not applicable

Add activity to Salesforce contact?

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.




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Josh_Hill13
Level 10 - Champion Alumni

Re: Add activity to Salesforce contact?

You first select SFDC Type=Contact in your smart list.

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

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Josh_Hill13
Level 10 - Champion Alumni

Re: Add activity to Salesforce contact?

You first select SFDC Type=Contact in your smart list.

Then use Create Task and put the tokens in the fields there.
Anonymous
Not applicable

Re: Add activity to Salesforce contact?

"Create task" - Yes!  Thank you this was my missing link!