Assigning Task page layout
A user's profile determines which page layout or layouts the user sees in different areas of ContactWorld in Salesforce. You can assign appropriate page layouts to profiles.
If enabled for your account, ContactWorld creates a task record at the end of a call. For information about this change, see Call logging in task records. To use the new features, you must use the NVM Tasks page layout.
- 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
To assign the NVM Tasks page layout to user profiles, 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 Activities.
- In the expanded list of items, click Task Page Layouts. Task Page Layout appears.
- Click Page Layout Assignment. Page Layout Assignment appears.
- Click Edit Assignment. Edit Page Layout Assignment appears.
Click the Page Layout column header.
All available profiles are selected.
In the Page Layout To Use field, select the NVM Tasks page layout. Click Save. All user profiles now see the NVM Tasks page layout when they create or edit user records.
For general assistance, please contact Customer Support.
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