How To Log Activity In Salesforce

Are you struggling to keep track of each team member’s sales activity in Salesforce? Don’t worry! It’s such a common problem that we at Concept have developed our own workflow that we roll out on many of our accounts. And rather than keeping it to ourselves, we’ve compiled a quick article that outlines how you can document the following in Salesforce yourself: 

• How to log different sales activities: Phone Call, In-Person Visit (Site Visit) and Meeting. 

• Explain Activity Tracking meeting outcome updater 

• Last Meaningful Interaction 

• Last In-Person Visit Date 

Activities can be logged on the account, opportunity, contact or lead. Activities are types of interactions you have with a customer or prospect.  

The type of activity will determine how the Last Meaningful Interaction and Last In-Person Visit date fields on the account are updated.  

How To Log a Phone Call In Salesforce 

Under the Activity tab click the phone icon labeled: Log a Call 

1. Select a Call Outcome: A call outcome defines what happened on the call. The following values are available 

• • Conversation: Connected and had meaningful interaction with someone. 

• • • When you select this option it will update the Last Meaningful Interaction field on the account.  

• • Gatekeeper: Conversation with someone who is not a decision maker, but the conversation is worth noting.  

• • Left a Message 

• • No Answer 
    

Add notes in the comments text field that are relevant to the call and then click save.

Once ‘Saved’, the Last Meaningful Interaction (Date) will automatically be populated if the Call Outcome is Conversation.

How To Log An On-Site Visit or Meeting 

This is when a sales rep or sales person has a face to face interaction or meeting with a person. 

You'll see this next to the log a call.  

Same as logging a call, select Key Topics and add comments. Click Save. A call outcome is not needed for a site visit because we know we have talked to someone. 

Once Saved, it will appear in the Activity timeline as a Site Visit

Once Saved, the Last Meaningful Interaction and Last In-Person fields will update.

How To Log A Meeting In Salesforce 

A meeting is defined as a scheduled appointment in the future with a customer or prospect. Meetings can be in person or virtual, such as a scheduled phone call or webinar. When tracking meetings in Salesforce, they can be associated with specific opportunities that you are trying to close or with a general account. They can also be associated with a particular contact. 

Logging a meeting is similar to logging a site visit – it can be in-person or virtual 

To the right of log a call, click Meeting. 

Here, you can identify whether this is an In-person or virtual meeting. 

Select the Key Topic 

You’ll notice Start and End Date fields. Populate the scheduled time and date for this meeting and any notes in the description.  

Once you click save it will appear in the activity timeline.

Tracking All Activity In Salesforce 

Once a meeting has passed, it will appear on the Activity Meeting tab. By providing a meeting outcome, Salesforce will track whether: 

• The meeting occurred (Completed). 

• The meeting was canceled. 
• The meeting was rescheduled. 

The Meeting Outcome Updater looks for “My Meetings” – it cycles through past meetings that do not have a ‘Meeting Outcome’ populated.  

Provide an outcome of the meeting by selecting one of the following:  

• Cancelled
• Rescheduled 
• Completed 
  

Put your meeting notes and click update.

The related Meeting is updated with the provided ‘Meeting outcome’ and ‘meeting outcome notes’ – the ‘notes’ are not visible to any others that may be on the actual invite – so, these are considered internal notes for sales purposes. 

Contact Concept for Custom Solutions 

Do you have a complex Salesforce or CRM integration project you need some extra help on? Concept has you covered. From extra engineering help to ongoing Salesforce consulting, we have experts who have spent years helping clients level up their CRM reporting. Contact us today to get started.