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I see that I can create a new Event within the Activity Timeline, but how do I create an upcoming Task within it? (not just Log a Call?)

 

#New Task #Sales Cloud

19 respostas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    13 de out. de 2021, 07:24

    The record type behaviour is explained here

    https://help.salesforce.com/s/articleView?id=sf.actions_and_record_types.htm&type=5

    A step by step guide in how to fix is provided by Salesforce here

    https://help.salesforce.com/s/articleView?id=000314278&type=1
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