Salesforce
How to log an activity on a Salesforce contact
Log a call, email, or task on a contact so the activity timeline stays current.
7 steps
Walkthrough
Step-by-step
- 1
Open login.salesforce.com and sign in
- 2
Use the App Launcher (9-dot grid icon) to open 'Service' or 'Sales'
- 3
Search for the contact's name in the top search bar
- 4
Click the contact's name to open the record
- 5
In the 'Activity' tab, click 'Log a Call' (or 'New Task' / 'Email')
- 6
Fill in the subject, comments, and due date
Comments are searchable. Be specific: 'Demo: discussed integration with Snowflake' beats 'Had call'.
- 7
Click 'Save' — the activity appears in the contact's timeline