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| During a call agents can add notes and other information about the call. ContactWorld saves this information in the task record created at the end of a call. The agent adds the information in the Log a Call area within the Salesforce record that is open at the time of the call. For information about adding information in the Log a Call area, see Logging a call during the call. This feature is available if enabled for your account. Before an agent can use the Log a Call area, you must add the Log a Call action to the page layout of the relevant Salesforce object or objects. You can add the Log a Call action to contacts, accounts, leads, custom objects, and so on. | Note |
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| Because quick actions appear in the Chatter feed, to use the Log a Call quick action, you must enable Chatter in your Salesforce org. You must also enable feed tracking for all the objects that you want to display the Log a Call quick action. For information about enabling feed tracking, see Salesforce help. |
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| root | Configuring call logging in task records |
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| page | Configuring call logging in task records |
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Agents can now log a call in contact records. For information about logging calls, see Logging a call during the call.
To add a Log a Call action to a different Salesforce object page layout, perform the same steps as for the contact page layout for the required object. You can alternatively add the Log a Call action to a global publisher layout. The action will then appear on all objects which use the global publisher layout.