In this Salesforce tutorial, we will learn to add topics to log a call in Salesforce. We can add topics to log a call in Salesforce Classic only and this feature is not available for Salesforce Lightning.
Adding Topics in Log a call In Salesforce
In Salesforce, while managing the log calls or records, adding topics to them will be helpful in organizing and categorizing the log calls. By assigning topics to each call, we can create a proper structure to manage the log calls and search them easily with the help of the topic assigned to the log calls.
Read How to edit and delete a log call in Salesforce?
How to Add a topic to log a call in Salesforce Classic.
To add a topic to log a call in Salesforce Classic, First login to your Salesforce account and follow the below steps.
Step 1- In case you are in Salesforce lighting mode, then click on the profile picture dropdown as shown in below picture and there click on Switch to Salesforce Classic.
Step 2- On the Home page of Salesforce Classic, click on the Chatter tab on the upper left side of the window as shown in the picture below.
Step 3- Here you will see the list of the call logs, there select the call log in which you have to add a topic and for that click the dropdown as shown in the below picture and then click on Add Topics.
Step 4- As we click on Add Topics, a blank field will appear, where we have to enter the topic. In this case, I have written the deal finalized as a topic and then click on the Done button.
On clicking Done, a topic will be assigned to that particular Log call as shown in the below picture.
This is how we add topics to log calls in Salesforce with the help of the above method.
Read How to disable a call or log a call action from page layout in Salesforce
Conclusion
In this Salesforce tutorial, we have learned how to add topics to log a call. We also learned that by adding Topics to log calls we can easily arrange and manage the log calls more efficiently.
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