Editing CS Activities

You can edit CS activities in one of the following ways:

  • From the CS Activities tab
  • From Activity Tracker

Editing CS Activities from Activity Tracker

To edit a CS activity from Activity Tracker:

  1. From the App Launcher, navigate to the Customer Success Management Workspace.
  2. Click the Activity Tracker tab.
  3. Click Actions Menu next to the activity that you want to edit, then click Edit CS Activity in the drop-down list. The Edit CS Activity window displays.
  4. Edit the information you want. The displayed fields might vary if your org uses custom record types. For more information, contact your administrator.
  5. Click Save.

Editing CS Activities from the CS Activities Tab

To edit a CS activity from the CS Activities tab:

  1. From the App Launcher, navigate to the CS Activities tab.
  2. Do one of the following:
    • Click Actions Menu next to the activity that you want to edit, then click Edit in the drop-down list.
    • Click the activity that you want to edit, then click Edit on the CS activity's record page.
  3. Edit the information you want. The displayed fields might vary if your org uses custom record types. For more information, contact your administrator.
  4. Click Save to save the CS activity or Save & New to save the CS activity and create a new one.