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steve.paynesteve.payne 

Custom Activity/Task for a Client Success Meeting???

Hey Guys,

 

Help on this would be much appreciated. At the moment we currently have Professional Edition (but looking to upgrade especially if this is possible with EE and not PE)

 

Anyway, so my problem is that my boss wants our Client Success Managers to log their "client catch up meetings with their notes in Salesforce as track-able,reportable activities and referencable activities under each account.

 

Some of the info/fields they need to capture in the "client catch up meeting activity"  include: client/account, contact, date etc. but also general comments, how things are going (terrible, bad, ok, good great) and comments about how its going. then exactly the same thing with support. Along with Helpdesk tickets - how many closed since last catch up (total and % that met SLA) and then the same fields again for current open tickets.

 

Now using the standard activity and customising/adding new fields in here will not work as our sales team uses these activities and it would get very cluttered. I would ideally love a new activity layout for our CSM's that is along side create new activity.

 

Is there a way to create a new "new task/activity" button (possibly labelled New Client Catch-up meeting" that opens up a new activity layout with all my custom fields needed for our CSM's to capture. So that once saved with all of the required information, it is saved under activity history for future reference and is also reportable.

 

Help on this would be GREATLY appreciated.

 

Kind Regards,

 

Steven

Best Answer chosen by Admin (Salesforce Developers) 
b-Forceb-Force

continue with Espita's suggestion

 

create different record type as per your bussiness requirement

****** Here we can avoid recordtype selection process  as follow

Create new custom buttons like "CSM activity" , "Support Activity" , etc   with execute Javascript as content source

and redirect them to particular activity layout

Example:

window.location='/00T/e?what_id={!Account.Id}&retURL={!Account.Id}&RecordType=CSM_RECORDTPE_ID&ent=Task';

 

Here CSM_RecordType_id is SFID of your  recordType

 

Hope this will help you

 

Thanks,

Bala

All Answers

Ispita_NavatarIspita_Navatar

easies solution would be to have 2 record types say :-

1 Regular Task/Activity

2.New Client Catch-up meeting Task

 

then assign the existing layout to the first record type and add the new page layout  to the second record type and just educate the people involved to select the appropriate record type while recoring their respective Activities.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
b-Forceb-Force

continue with Espita's suggestion

 

create different record type as per your bussiness requirement

****** Here we can avoid recordtype selection process  as follow

Create new custom buttons like "CSM activity" , "Support Activity" , etc   with execute Javascript as content source

and redirect them to particular activity layout

Example:

window.location='/00T/e?what_id={!Account.Id}&retURL={!Account.Id}&RecordType=CSM_RECORDTPE_ID&ent=Task';

 

Here CSM_RecordType_id is SFID of your  recordType

 

Hope this will help you

 

Thanks,

Bala

This was selected as the best answer
steve.paynesteve.payne

Thank you guys so much,

 

That sounds perfect. Bala you are a legend, that is fantastic thank you.

 

Cheers,

 

Steven
b-Forceb-Force

heyy,

Thanks a lot Steve :)