Add and Edit Tasks

Sales Navigator for Salesforce allows you to create or edit a task in the app to generate open activities in Salesforce and set a task to complete to add a log record to Salesforce. In this post, learn how to create and edit tasks, view activity history, and...

Logging Activity in Salesforce

Sales Navigator for Salesforce allows you to automatically log activity in Salesforce to reduce manual data entry. Create or edit a task in Sales Navigator to generate open activities in Salesforce and set a task to complete to add a log record to Salesforce. In this...

Activity Logging (iPad)

Set a task status to complete to create a log record in Sales Navigator for the iPad. In this post, learn how to view completed activity history so you can keep track of your relationship touchpoints.   Viewing Activity History There are two ways to view activity...