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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.
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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.| Column | | |||||||||||||
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| root | Configuring call logging in task records | page | Configuring call logging in task records
To add call notes to a contact page layout, perform the following steps:
- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Customize and then Contacts.
- In the expanded list of items, click Page Layouts. Contact Page Layout appears.
- Locate the page layout that you want to add the Log a Call action to and click Edit alongside. The page layout appears in edit mode.
In the top section, click Quick Actions. The available quick actions appear.
Section Column width 60%
Drag the NVM Log a Call action down to the Quick Actions in the Salesforce Classic Publisher area.Note Salesforce provides a standard Log a Call action. To remove this action from the Publisher area, drag the action up to the Quick Actions area.
Column width 40% - Click Save. The contact page layout is saved. When you open a Contact record, the Log a Call action appears in the publisher actions area.
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.