---
schema_version: "1"
id: 2844701264ead4a7a6383c469c43b86f29a91e83d4928626faee5d3bebc39992
title: Create Field Sales Activity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_plan_field_rep_activity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_plan_field_rep_activity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9cd90b12079659da3d9819038d0e5c3ef9f86a39d86e74ec27d4425815311f46
description: To group similar activities that a sales rep can perform, create a field sales activity.
products:
  - Consumer Goods
release: "264"
---
# Create Field Sales Activity

To group similar activities that a sales rep can perform, create a field sales activity.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25963e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e63 ">To create field sales activities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e63 ">
              <p>CGCloud Supervisor </p>
              <p>OR </p>
              <p>CGCloud Retail Supervisor User AND CGCloud Retail
                User</p>
              <p>OR</p>
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Field Sales Activities**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25963e126">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25963e129">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d25963e126 d25963e129 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Field Sales Activity Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Name of a field sales activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Description of a field sales activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Note</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Note entered for a field sales activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Phase</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">
                  <p>Phase of a field sales activity. The options are:</p>
                  <ul>
                    <li>Planning</li>
                    <li>Committed</li>
                    <li>Canceled</li>
                  </ul>
                  <p style="margin-bottom:0;">Activities related to any field sales activity in the Planning or Canceled field
                    sales activity phase can’t be activated.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Valid From / Valid Thru</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Validity period of a field sales activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Sales org of a field sales activity. You can edit this field only when you create
                  the field.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d25963e126 d25963e129 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e126 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25963e129 ">Description of a field sales activity in the language configured for the sales
                  org.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.