Support for additional smart actions for Activities & Interactions

This feature enables users to swiftly create follow-up tasks and schedule follow-up appointments from existing activity, along with the added ability to duplicate details from existing tasks and appointments to create new activity records. Additionally, for orphan activity records not linked to accounts, leads, opportunities, or contacts, users can directly initiate calls or send emails.

  • The ability to create follow-up tasks and appointments guarantees that no potential follow-ups or issues are overlooked and also provides an association hierarchy in the application.

  • Reducing repetitive data entry by copying details from existing tasks and appointments to create new activities saves valuable time and effort.

  • Enhances productivity with essential smart actions integrated into activity records, enabling sales representatives to perform critical tasks with ease and efficiency.

Steps to Enable

Follow-up Task & Follow-up Appointment

The 'Follow-up Task & Follow-up Appointment' smart actions is hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the 'Follow-up Task & Follow-up Appointment' smart action

  1. Sign in as a Sales Administrator or as a setup user.
  2. Activate a sandbox.
  3. Navigate to Application Composer, in the Configuration category.
  4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
  5. From the search bar, search for 'Follow-up Task' and 'Follow-up Appointment', The search results will display smart actions for 'Follow-up Task' and 'Follow-up Appointment' for the workspace application
  6. From the search results duplicate the existing smart actions 'Follow-up Task' and 'Follow-up Appointment'.
  7. In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field
  8. Review and submit the smart action
  9. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity. The actions will be displayed for the activity
  10. Publish the sandbox

Copy Task & Copy Appointment

The 'Copy Task & Copy Appointment' smart actions is hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the 'Copy Task & Copy Appointment' smart action

  1. Sign in as a Sales Administrator or as a setup user.
  2. Activate a sandbox.
  3. Navigate to Application Composer, in the Configuration category.
  4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
  5. From the search bar, search for 'Copy Task' and 'Copy Appointment', the actions would be disabled by default
  6. Enable 'Copy Task' & Copy Appointment' smart action for Activity for Sales application.
  7. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity. The actions will be displayed for the activity
  8. Publish the sandbox

Interaction Actions for Orphan Activities

The interaction smart actions i.e. Call, Send Email, Log a call, Log an email & Log an interaction are hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the interactions smart action

  1. Sign in as a Sales Administrator or as a setup user.
  2. Activate a sandbox.
  3. Navigate to Application Composer, in the Configuration category.
  4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
  5. From the search bar, search for the smart actions individually i.e  Call, Send Email, Log a call, Log an email & Log an interaction for the activities object
  6. From the search results duplicate the existing smart action
  7. In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field
  8. Additionally in the 'Availability' tab, under the 'Conditions' section, remove conditions where the smart action is associated to a object record i.e Opportunity, Account, lead and primary contact
  9. Test the changes: Navigate to Sales > Activities > click on the action menu for an orphan activity. The actions will be displayed for the activity
  10. Publish the sandbox