Log a Call Salesforce

Log a Call Salesforce allows users to record the communication they did with the customer.

In this Salesforce tutorial, I will explain the detailed concept of log a call Salesforce. I will guide you step-by-step through how to log a call in Salesforce. Additionally, I will explain how to create log a call report in Salesforce.

Table of Contents

Log a Call Salesforce

When you listen to “Log a Call” the first thing that comes to your mind is “Phone Call”. But the reality is not the same; “Log a Call” refers to any communication you had with the client on the phone.

In Salesforce, log a call is a button that records the communication with the client on the call for completing your task.

Log a call is a global action that is presented on the activity timeline in the Salesforce Lightning user interface. You can customize the fields on the page layout of the log-a-call as per your requirements.

There are situations when you complete a task and then want to log the activity in Salesforce. For example, your client may call you to discuss a new product.

In this case, instead of creating a task and then completing it, we use the “Log a Call” feature of Salesforce. You can say that users can record interactions by using the “Log a Call” button to create a task or activity record that has been completed.

Log a Call Object in Salesforce

Log a call is not an object in Salesforce it is a button that is presented on the different standard and custom objects. You can add the log a call button if it missing from your object.

Log a Call Field in Salesforce

By default, the log-a-call feature came up with four fields, out of which one is automatically filled up for you.

If you want to include more fields in your log a call button, you can do that. It can include all the fields that are present in the standard task object.

Below are the fields in the Log a Call in Salesforce:

Field Label	Description
Subject	It specifies the main mode of communication, and it is automatically set up to the “Call”.
Comments	It is a field where users note the detailed conversion they did on the phone call with a client.
Name	It is a lookup field that refers to the contact. It is the name of the client with whom you talked.
Related To	It is a lookup field that refers to the account. It specifies the name of the account.

Log A Call vs Tasks in Salesforce

In Salesforce, log a call is one type of task, but it has some difference that makes the log a call special from the task. Below are the differences between the log a call and tasks in Salesforce.

Salesforce Tasks	Salesforce Log a Call
Tasks are to-do lists or activities that users need to perform.	Log a call is one kind of activity the user needs to perform.
Tasks can be related to any mode of communication or subject. It can be a call, email, letter, etc.	Log a call is always related to the call as a mode of communication or subject.
Tasks have one optionally field, “Due Date”.	Log a call doesn’t have any field named “Due Date.”
Salesforce tasks have two mandatory fields such as Status, which is set to “Not Started” by default, and a Priority field, which is set to “Normal.”	While in Log a Call, there is no field as “Status” and “Priority”.
Tasks are always assigned to some users in Salesforce.	Log a call is not assigned to any of the users. Even users can perform the task like they call a client later on and note down the conversion on the log call.
Salesforce Tasks can be regarding upcoming activities or past activities.	Salesforce log a call activity always shows you the past; as the due date is set to the current day, the status is automatically set to complete.
Example: Schedule a meeting with XYZUSA company.	Example: Call with the XYZUSA company.

How to Log a Call in Salesforce

Below are the steps to manually “Log a Call” in Salesforce step by step.

Step-1: Click on the “App Launcher”, then select any “Object” that contains the “Log a call” button. For example, the “Contact” object.

Step-2: Choose the contact with whom you have talked and now want to document the conversion.

Step-3: Navigate to the “Activity” tab and click “Log a Call” button. If the Log a Call button is missing from the activity component read the guide on “How to get the Log a Call button on the activity component“.

Step-4: Fill in the information in the fields Subject, Comment, Name, and Related To. Then, click on the “Save”.

You can see when you save the call, the task automatically shows up under the “Past Activities”. As the due date is set to the current day, the status is automatically set to complete.

Edit Log Call in Salesforce

Step-1: If you want to edit the date, comment, status, or any other field of the log a call, click on the “Dropdown” arrow next to a particular activity, click on the “Edit” option, and do the modifications.

Delete Log a Call in Salesforce

Sometimes, you mistakenly log a call, or instead of creating a task, you create a log a call or want to clean up the data from Salesforce, so you need to delete the log a call in Salesforce.

Step-1: Click on the “Dropdown” arrow next to the unwanted call log and click on the “Delete” option.

how to add log a call to activity salesforce lightning

In this way, you can log a call in Salesforce and edit and delete the call log when required.

Create a Call Report in Salesforce

In Salesforce, log a call is also known as a record of the contact activities. You can also create a report of the log a call so that you can easily manage and track the records of the call log.

Below are the steps to create a call report in Salesforce:

Step-1: Go to the “Setup” in Salesforce Lightning, Click on the “App Launcher”, search for “Reports”, and click on it.

Step-2: Click on the “New Report” button to create a new report with contact activities records.

Step-3: Select the category of the report as “Activities”, then select the report type as “Activities with Contacts”. Then, click on the “Start Report” button to generate the report.

Step-4: Now, set up the filters of the reports as per the requirement. Click on the “Filters” set up the filter columns with range value, and also set the columns on the reports that you require.

For example, in the “Date” filter, I selected the range “On or After 07 Jul 2023” and click on the “Apply” button.

Step-5: Click on the “Save & Run” button to make the report of the filtered records in the preview panel.

In this way you can create a report of the log a call records in Salesforce.

Conclusion

I hope you have understood salesforce call logging. I have also explained about the fields in log a call and how log a call is different from tasks in Salesforce. Additionally, I have guided you step-by-step on how to log a call in Salesforce.