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 synchronize activity with Salesforce.
Add Tasks
Via your Task List
1. First, tap on the Menu icon ( 
). Tap on ‘Tasks’. Here you will see your complete list of tasks in chronological order. The colored circle to the left of the task indicates what calendar it is assigned to, while the flag to the right of the task indicates the task’s status.
2. Tap on the “+” symbol in the upper right corner of your Task List. Here you will fill in who/what the task is related to and all other pertinent information.
3. Tap “Done” to save the task. This will now be shown in your Sales Navigator Task List as well and saved in Salesforce.
Via a Pin
1. First tap on a pin on the map and tap the Object Details icon ( 
). At the top of the object details, tap on the Task icon ( 
).
2. Select and tap on the task type you wish to setup and fill in all pertinent task information for that record.
Via Contact List
1. Tap on the Menu icon. Tap on ‘List by Name’. Search for the contact you would like to set the task up with and follow steps above.
Managing Tasks
1. Go into your Task List (Menu–>Tasks).
2. Tap on the Status icon ( 
) to the right of a task. Choose and tap on status options for that task ( 
).
To organize your Tasks by type
1. While in your Task list, tap on the ‘Filter by’ bar icon at the top of your list ( 
).
2. Tap on what type of Tasks you’d like to view. Your list will now only show that Task type. Repeat these steps to pull up ‘All’ tasks again, or another task type.
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