Here is a short video sharing how to log an activity, configure task fields, and view the activity in Salesforce.

  • Navigate to the Search bar in the top right corner of Scratchpad or click Command+J (Mac) or Control+J (PC)

  • Select Create New Activity

  • To configure Task Fields, click the gear icon in the top right corner. Select the Task Fields that you need.

  • Fill in required details and click Create Activity in the bottom right corner of the window.

  • To view this Activity within Salesforce, simply Search for the opportunity, Click on the Salesforce Cloud Icon in the top right corner, and the new activity will be logged.

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