Loading
Salesforce now sends email only from verified domains. Read More
Quip
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Log a Call, Schedule a Task, and Add an Event from Quip

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quip

            Log a Call, Schedule a Task, and Add an Event from Quip

            Use the Log a Call, New Task, and New Event Salesforce activities on standard and custom objects without leaving your document.

            Required Editions

            Available in: Lightning Experience
            User Permissions Needed
            To log an activity in Salesforce Access Activities
            Tip
            Tip To use text from your document in the Log a Call comments section without copying and pasting, highlight the text before you click Log an Activity. The highlighted text automatically appears in the Comments field.
            1. In a document, click the Salesforce Actions cloud.
              Blue Salesforce Actions cloud with Log an Activity highlighted
            2. Select Log an Activity.
            3. Select an object type. Object types are listed by the Object API name.
              Log Activity modal for an Account record
            4. To log activity related to a record, enter a record name.
            5. Select the activity type you want to track in Salesforce. Log a Call, New Task, and New Event are available only if they’re enabled for the object type.
            6. Complete the remaining activity fields.
            7. Save the action.

            Your activity now appears in the related record’s Activity Timeline.

            Activity Timeline on an Account record with the call log highlighted.
             
            Loading
            Salesforce Help | Article