How to add log a call button salesforce lightning

On the Page Layout editor, go to the “Salesforce1 and Lightning Experience” section and click on “override the predefined actions” if you see text in that section. On the top of the Page Layout edit page, under the save button, click on Salesforce1 Actions. This will show you all the available actions. Add “Log a Call” and “Send an Email”.

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How to log a call in Salesforce?

Go to Global Actions under Setup menu, click edit on Log a Call, you may see this by the standard. In the Record Type, change –Master– to Special, and click Save button. Now, back to the record page and check Activity component, you should see Log a Call action appear under Activity component.

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.

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 to override predefined actions in Salesforce Lightning?

Look for the “Salesforce Mobile and Lightning Experience Actions” section, if you see the message “Actions in this section are predefined by Salesforce”, click the “override the predefined actions” link.

How do I add a log to a call button in Salesforce?

1:022:33How to Add the ‘Log a Call’ Button to Document and Save the … – YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect setup and click on object manager. Type case in the quick. Find.MoreSelect setup and click on object manager. Type case in the quick. Find.

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 create a call log 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…

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 log an event in Salesforce lightning?

From the Salesforce Inbox mobile app, create events and log them to Salesforce….Tap the Calendar icon at the bottom of the screen and tap an event.To log the event to Salesforce, tap the cloud icon.Enter the event details and tap Save to log the event.Tap Log.

How do I see logged calls in Salesforce?

Up to three of your last calls are displayed in this list with your most recent call displayed first:To modify a recent call log, click Edit next to the call log’s Subject field.To view a saved call log, click the call log’s Subject .To view a record that is associated with a call log, click the name of the record.

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 create a new activity in Salesforce?

In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.

How do I log a call in 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 add an Activity tab in Salesforce lightning?

You need to check if the Activity Timeline is set up as the affected user’s Default Activities View….Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.

How do I add activity to Salesforce lightning?

When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.

Sunday, August 5, 2018

For those of you who have been migrated from Classic to Lightning, you notice that “Open Activities” and “Activity History” are no longer appeared in the related list, instead, they appear as a Lightning component called Activity.

Salesforce Lightning: Log a Call button does not appear in Activity component

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.

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