When you click the Log a Call button, you’re simply creating a task record under SFDC, So if you want to add a custom field that setup new custom field under Activity Custom Field and then added it on appropriate Task Page Layout. Below are steup you need to follow 1. Login into SFDC 2. GoTo Setup->Activities->Activity Custom Fields 3.
- Login into SFDC.
- GoTo Setup->Activities->Activity Custom Fields.
- Create new custom field(here its a picklist) by clicking on New Button.
- Once you create custom picklist fields than goto Setup -> Activities -> Task Page Layout.
- Add custom field under appropriate task page layout and click on Save button.
Table of Contents
How do I log a call in Salesforce?
To log a call, go to the record that the call relates to (an account or lead record, for example) and follow these steps: Scroll down to the Activity History related list and click the Log a Call button.
How to create a custom field in Salesforce?
From Object Manager, you will not see the New field button in the Task object, but go to the Activity object, then you will see the New button in Fields & Relationship. Create the custom field here, you may choose to add the field to Event and Task layouts.
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 I customize my 8×8 Salesforce integration call logs?
Customizing your 8×8 Salesforce integration v2.8 call logs requires a few primary steps, in the following order: Verify that the following pre-requisites are met, and then continue with the configuration. Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages.
How do I change the log a call field in Salesforce?
Click the Layout link against Log a Call. Edit the Layout. You can see the custom field created here. Drag the field to the desired location.
How do I add a log to a call button in Salesforce?
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.
How do I add a field to an activity history in Salesforce?
In Salesforce ClassicIn Salesforce.com, click Setup.In the Build section, click Customize > Activities. … On the Activities page, click Add a custom field to activities.On the Activity Fields page, you can see all the custom fields you already have.
How do you add a field in activity?
Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
How do you add a field to a new event under Activity tab in lightning?
In order to add an extra field on global action layout, you can go to setup and type global action and select and open the new event action and edit the page layout. Add the desired field to the new event global action layout.
How do I customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity…From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. … If you’re creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items…
How do I add a new field to an event object in Salesforce?
yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup–>Customize–>Activity–>Activity Custom Object]. Hope this helps.
How do I add activity history to Salesforce lightning?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want.
How do I add an activity to an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under ‘Optional Features’Click OK on the confirmation dialog to finalize.Save.
How do I add a field in Salesforce?
Try It YourselfIn your Salesforce org, click. … Click the Object Manager tab. … From the Object Manager. … From the sidebar, click Fields & Relationships. … Click New to create a custom field. … Next, choose a data type.More items…
How do I add tasks to Activity tab in Salesforce?
For this example we will use Event. Click on Page Layouts and then your current layout. Select Mobile & Lightning Actions from the list….Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.
Can you add tasks to events in Salesforce?
In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users. You can also assign Tasks to multiple people, review Create Tasks in Bulk for Multiple People in Salesforce Classic. For details on viewing activities assigned to yourself or others see Tasks or Manage Events for more information.
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.
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.
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.
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.
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.