Jiminny

If you use a custom set of Salesforce Task types, you can map these to your Jiminny activity types. When your team then log tasks through Jiminny, they will be saved correctly and feed into any reporting or existing processes. If you use Events instead of Tasks, a similar process applies (just substitute task for event in the instructions).

Within Salesforce, Administrators must first enable Field Level Security for Type fields to allow updates and changes to be reflected in both Salesforce and Jiminny. Follow the instructions below to make sure this is enabled.

Visit Setup &gt; Customize &gt; Activities &gt; Task Fields

Scroll down and click on the Type picklist

Click the Set Field-Level Security button

For each profile your team belongs to, tick the box next to Visible

1. Visit Setup &gt; Customize &gt; Activities &gt; Task Fields
2. Scroll down and click on the Type picklist
3. Click the Set Field-Level Security button
4. For each profile your team belongs to, tick the box next to Visible

Next, you can optionally show the field under the relevant page layouts:

Visit Setup &gt; Customize &gt; Activities &gt; Task Page Layouts

For each layout you want it to show on, click Edit

Drag and drop Type from the Task Layout header into any area within Task Information

1.  Visit Setup &gt; Customize &gt; Activities &gt; Task Page Layouts
2. For each layout you want it to show on, click Edit
3. Drag and drop Type from the Task Layout header into any area within Task Information

Visit Setup &gt; Platform Tools &gt; Objects &amp; Fields &gt; Object Manager

Scroll down and click on the Task object

In the left menu, click Fields &amp; Relationships

Scroll down and click on the Type field

1. Visit Setup &gt; Platform Tools &gt; Objects &amp; Fields &gt; Object Manager
2. Scroll down and click on the Task object
3. In the left menu, click Fields &amp; Relationships 
4. Scroll down and click on the Type field
5. Click the Set Field-Level Security button
6. For each profile your team belongs to, tick the box next to Visible

From the previous step, click Page Layouts on the left menu

For each layout you want it to show on, click the layout name

1.  From the previous step, click Page Layouts on the left menu
2. For each layout you want it to show on, click the layout name
3. Drag and drop Type from the Task Layout header into any area within Task Information

Now Salesforce is configured, you just need to tell Jiminny which fields map together. For the mapping to work, the <a href="http://docs.jiminny.com/setup-for-admins-and-managers/playbooks/configuring-the-activity-types" rel="nofollow noopener noreferrer" target="_blank">activity type</a> in Jiminny must be named exactly the same as the API Name in Salesforce.

Remember, if the mapped fields are later renamed in either Jiminny or Salesforce and not reflected in both, the task logging will fail!

Salesforce Setup

Classic Edition

Lightning Edition

Jiminny Setup