Update Activity Type Field When Logging Activities to Salesforce update-activity-type-field-when-logging-activities-to-salesforce
Actions can automatically sync your email and call activities to Salesforce to be used for reporting and increase visibility into activity history. When logging activities, make sure the Activity Type field is properly updated to Email, Call, or Reply, depending on what type of activity is being logged.
Things to Know things-to-know
- A connection with Salesforce is required for the Task Type to update.
- There should be no default Type value selected on the Task Type picklist.
- Call, Reply, and Email must all exist in the Task Type picklist (capitalization matters).
- Workflows or Triggers in Salesforce that update the Task Type field may interfere with this process.
Setup setup
First check that you have the correct picklist values in place. You’ll need the help of your Salesforce Admin to make any changes to your picklist.
First check which values you’re missing in your Task Type Picklist (out of Email, Call, and Reply). You may need the help of your Salesforce Admin to review this and make changes to your Activity Type picklist. To make these changes, your Salesforce Admin can follow the steps below.
In Salesforce Lightning salesforce-lightning
- Navigate to Salesforce.com.
- Click the gear icon in the top right corner and select Setup > Object Manager.
- Type “task” in the ‘Quick Find’ box.
- In the left panel, click Fields & Relationships.
- Click field label Type.
- Under Task Type Picklist Value, click New.
- Type the name of the Task Type Picklist Values that are missing ("Email, “Call”, “Reply”).
- Click Save.
In Salesforce Classic salesforce-classic
- Navigate to Salesforce.com.
- Click Setup > Build > Customize > Activities > Task Fields.
- Click Type.
- Under Task Type Picklist Value, click New.
- Type the name of the Task Type Picklist Values that are missing ("Email, “Call”, “Reply”).
- Click Save.
Now that this is in place, you’ll begin to see the Type field populate the corresponding value for logged Emails, Calls, and Replies. These values will not be populated on Sales Insight Actions reminder tasks.