Log Activity in Salesforce

Purpose
This guide explains how to log activity correctly in Salesforce. Accurate logging shows that you are engaging with your clients and moving every contract forward with care and consistency. 📈

Video Walkthrough
A short video has been added to demonstrate each step of the Log Activity process. 🎥 
 

Log Activity Overview
Every outreach attempt must be logged in Salesforce. This includes calls, texts, and e mails. Logging ensures the team can see your client engagement history and support you effectively. ✔️

Intro Call and Follow Up

• Complete the Intro Call step as soon as you make your first live call attempt. If you did not reach the client, you still log the Intro Call. ☎️

• After the Intro Call, send your follow up text and e mail.

• Log each follow up separately in Salesforce.

How to Log Activity After the Intro Call

• Open the client record in Salesforce.

• Click Log Activity.

• Choose the activity type.

• Log each communication as its own entry. 📝

Text Message Example

• Select Text Message.

• Select Outbound.

• Select Schedule Intro Call.

• Select Attempt.

• Add a note. For example. Send text on 12.11.25. Follow up after Intro Call. 💬

• Click Log Activity.

E Mail Example

• Select E mail.

• Select Outbound.

• Select Schedule Intro Call.

• Select Attempt.

• Add a note. For example. Send e mail to client after call on 12.11.25. ✉️

• Click Log Activity.

Session No Show and Check In Attempts

• If your client does not attend their session, attempt to contact them.

• Go to Log Activity.

• Select Call.

• Select Outbound.

• Select Check In.

• Choose the correct outcome.

• Voicemail if you left a voicemail.

• Engage if you spoke to the client.

• Attempt if you were unable to reach them and did not leave a voicemail.

• Add a brief note and log the activity. 🔁

Ongoing Contact Lapses

• If a client stops coaching or stops scheduling calls, log each attempt you make to reconnect with them.

• Each outreach must be logged separately. 🕘