Creating a CS Activity

You can create CS activities from any of the following:

• The CS Activities tab.
• An app page, such as a workspace. For more information, see Creating a CS Activity from a Workspace or App Page.
• Activity Tracker. For more information, see Creating CS Activities.

To create a new CS activity:

1. On the CS Activities tab, click New.
2. [Optional] Search for and select an account to associate with the CS activity. Although this is not a required field, we recommend associating the CS activity with an account.
3. Specify the date of the CS activity.
4. Enter a summary for the CS activity.
5. [Optional] Enter any notes for the CS activity. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
6. Click Save.