The following information describes configuration required for Salesforce Classic users. If you, or your users, are using Salesforce Lightning Experience, see Configuring page layouts for adding and displaying call notes in Lightning Experience. You might need to configure for both experiences if you have users in your org who can switch between them.
If enabled for your account, ContactWorld creates a task record in Salesforce at the end of a call. For information on this change, see Call logging in task records. To make use of extra features that this behavior provides, you must perform the following tasks:
- Add the ContactWorld Log a Call button to the publisher actions area on appropriate Salesforce objects. For information about adding the button, see Adding the Log a Call action to a page layout.
- Ensure that appropriate user profiles can use the NVM_Tasks page layout when viewing tasks. The NVM_Tasks page layout is designed to work with the new call logging features. For information about assigning page layouts to user profiles, see Assigning User page layout. Follow the instructions using NVM_Tasks as the page layout.
- Customize the Log a Call area (optional). For information about customizing this area, see Customizing the Log a Call area.
In this section
Progress
- Configuring page layouts for adding and displaying call notes in Salesforce Classic
- Configuring a Log a Call console component for adding and displaying call notes in Salesforce Classic
- Configuring adding and displaying call notes in Lightning Experience
- Customizing the Log a Call area
- Hiding fields for relating calls to objects
- Enabling an agent to relate a call to multiple records
- Restricting which object types agents can relate calls to
- Populating the Due Date field on task records
- Configuring collapsing of the Log a Call area
- Saving Log a Call notes in task records
- Setting Log a Call to automatically link the call to the record in focus