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How to Create a Task or Follow-Up or Log a Call

   

While the CRM integration component’s main focus is processing email communication and meetings, it can also be used to quickly and effectively capture in Salesforce communication carried out over other channels and manage records and tasks.

This article describes how to instantly create Salesforce Tasks and log your call notes in Salesforce using the Log a Call button; this function can be used to register inbound and outbound business phone calls, text messages, web calls, etc., as Salesforce Task Activities.

Tip

You can also create a Log a Call task right from the Sidebar’s home screen on a couple of clicks. See this article to learn how to do that

 

 

How to Create a Task

It takes five mouse clicks and some typing to create a Salesforce Task via RI Sidebar.

1. Click the + (Add) icon in the upper right corner of the Sidebar or make use of the (Actions menu) icon that appears when you hover the mouse over a relevant record’s header in RI Sidebar and select the action New Task

>>> Click to see a screenshot <<<



 

2. Populate the dialog’s fields; the fields Subject, Due date only, Priority, Status, Description are standard Salesforce Task fields which you can edit according to your preferences; the Name field defines what People records will be linked to the Task in Salesforce and the Related To field defines what Business records will be linked to it.

Tip

You can add more useful fields including custom ones and define which fields are important via RI Customization settings, see this article for more information

 

3. Click Create in the upper right corner of the dialog. The corresponding Task will appear in Salesforce immediately.

 

 

How to Log a Call in Salesforce

1. Use Sidebar Search to find a relevant record. It can be a People record (e.g. Contact, Lead, Person Account) or a Business record (e.g. Account, Opportunity, Case)

2. There are several ways to initiate call logging:

Log a Call: The Quick Way

Click the (Actions menu) icon that appears when you hover the mouse over a relevant record’s header in RI Sidebar; select the action Log a Call

>>> Click to see a screenshot <<<



 

Log a Call: The Alternative Way

Open the record’s card by clicking on it in the search results, then click the icon Log a Call

>>> Click to see a screenshot <<<

 

3. You will see a standard Create Task dialog

>>> Click to see a screenshot <<<

 

4. Populate the dialog’s fields; the fields Subject, Due date only, Priority, Status, Description are standard Salesforce Task fields which you can edit according to your preferences; the Name field defines what People records will be linked to the Task in Salesforce and the Related To field defines what Business records will be linked to it.

Tip

You can add more useful fields including custom ones and define which fields are important via RI Customization settings, see this article for more information

 

5. Click Create in the upper right corner of the dialog. The corresponding Task will appear in Salesforce immediately.

 


 

How to Create a Follow-up

In a similar manner you can create a Follow-up reminder for you correspondence with a business contact. Also see this article for an alternative quick way to do that.

1. Use Sidebar Search to find a relevant record. It can be a People record (e.g. Contact, Lead, Person Account) or a Business record (e.g. Account, Opportunity, Case)

2. There are several ways to create a Follow Up:

Create a Follow Up: The Quick Way

Click the (Actions menu) icon that appears when you hover the mouse over a relevant record’s header in RI Sidebar; select the action New follow up

>>> Click to see a screenshot <<<



 

Create a Follow Up: The Alternative Way

Open the record’s card by clicking on it in the search results, then click the icon Create follow up

>>> Click to see a screenshot <<<

 

3. You will see a standard Create Task dialog

>>> Click to see a screenshot <<<

 

4. Populate the dialog’s fields; the fields Subject, Due date only, Priority, Status, Description are standard Salesforce Task fields which you can edit according to your preferences; the Name field defines what People records will be linked to the Task in Salesforce and the Related To field defines what Business records will be linked to it.

Tip

You can add more useful fields including custom ones and define which fields are important via RI Customization settings, see this article for more information

 

5. Click Create in the upper right corner of the dialog. The corresponding Task will appear in Salesforce immediately.

   


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