Overview
In this section, the completed task will then be moved to the Activity History related list for the record to which it was associated.
Table of content
Step-By-Step
STEP 1
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- Click on “Account” BRAMMER FRANCE
STEP 2
Scroll down to the "Open Activities" related list of tasks,
1- Click on “Edit“ on the task supplier action is Submitted
STEP 3
Task Information view
1- In Status" field, and choose “Completed”
2- Click on "Save“
STEP 4
After Save, after save, task will then be moved to the Activity History related list for the record to which it was associated
Scroll down to the "Activity History”
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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Service One Platform.