- Step 1: Log into Salesforce.com Lightning Experience. From the Home page select the Lead or Contact that you want to log…
- Step 2: On your contact card, click on Log A Call under the Activity Component
- Step 3: Fill in the information Subject (Inbound or Outbound, Answered or Unanswered), Comment, Related to which Account…
Table of Contents
How do I log a call in Salesforce?
Step 1: Log into Salesforce.com. From the main page select the Lead or Contact that you want to log a call for Step 2: Let’s say we want to log a call you had with Mary Rider. On her contact card, select Activities History
How to set up call centers in Salesforce Lightning mode?
Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages. Verify that the installed 8×8 Virtual Office for Salesforce package is version 2.8. Then from Setup again, search for and click on Call Centers.
What is log a call?
Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”.
How do I set up call log custom field mapping?
In the Other Options > Call Log Custom Fields Enabled field, enter true in lower case. Scroll down to Call Log Custom Field Mapping. Change the value in each field (except Call Recording URL) to match to the new custom fields you created. Note: At this time do not alter the Call Recording URL field.
How do you log a call on Salesforce?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
How do I enable log a call in Salesforce lightning?
0:184:03Salesforce Lightning 101.2 Log a Call – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what we’re going to do is to go here in the activity. And you can see even if we’re in details.MoreSo what we’re going to do is to go here in the activity. And you can see even if we’re in details. This is still here. So we want to do is to go to activity log a call. And that creates this panel.
How do I log a call report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items…
How do I log into a Salesforce Lightning meeting?
How to create a ‘Log a Meeting’ button in Salesforce LighteningNavigate to Setup > App Setup > Customise > Activities > Event Buttons and Links.Click New.Type under Label ‘Log a Meeting’Tab once at you will see ‘Log_a_Meeting’ is populated under Name field.More items…•
How do I add log a call to activity?
1:112:33How to Add the ‘Log a Call’ Button to Document and Save the … – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on log a call enter a subject and comments select a contact from the drop-down menu and clickMoreClick on log a call enter a subject and comments select a contact from the drop-down menu and click save the log a call activity will show on the chatter.
Why log a call is not visible in lightning?
Now go to Global Actions under the Setup menu, click edit on Log a Call action. In the Record Type, change –Master– to Special, and click the Save button. Now, back to the record page and check the Activity component, you should see the Log a Call action appear under the Activity component.
How do I report an event in Salesforce?
Report on Meetings with CustomersFrom Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.For Primary Object , select Users. … Click Next.Click the box under the primary object.Select Activity Relationships.Click Save.More items…
How do I track user activity in Salesforce?
View Your User Activity in Salesforce DatoramaTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. … Apply filters to change the data displayed on the page.
How do I create a report for activities in Salesforce?
Build an “All Open Tasks” ReportNavigate to the Reports tab.Click New Report.Select Tasks & Event for the report type.Click Filters.Apply the following filters: … Save your changes.Give your report a name and choose whether to make it public or private. … Save your changes.
How do I log a call in Salesforce Mobile?
0:031:39Log Calls to Salesforce – Mobile – YouTubeYouTubeStart of suggested clipEnd of suggested clipThen input the rest of the information. And hit save in the top right corner. You.MoreThen input the rest of the information. And hit save in the top right corner. You.
How do I log interactions in Salesforce?
Required Editions and User Permissions From Setup, enter Interaction Log Layouts in the Quick Find box, then select Interaction Log Layouts. Click New. Name the interaction log. Select task fields to add to the interaction log and click Add.
What object is log a call?
The ‘Log a Call’ button creates a completed task or activity record for your Users to document communications.
What does “log a call” mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What does “log a call” mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Why don’t salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
Overview
These instructions will guide Salesforce administrators through implementing customized call logs for the 8×8 Work for Salesforce integration, from Salesforce Lightning mode. The changes will apply to all created Tasks regardless of which Salesforce mode being used.
Verify Pre-Requisites for Customizing Call Logs
Verify that the following pre-requisites are met, and then continue with the configuration.
Add New Custom Activity Fields
The next step is to create custom Activity fields that will apply specific call data to your Salesforce user call records.
Edit the Task Layout
The 8×8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned.
Edit the Call Center Call Log Custom Field Mapping
The final step in this process is to enable and configure custom call logging in the 8×8 call center.
Final step for your Salesforce users to perform
If users were logged in to the 8×8 communication panel during your configuration process, they should log out and then back in.
