How to Change Date of Log A Call in Salesforce

In this Salesforce tutorial, we will learn how to change date of log a call in Salesforce.

While working with an organization that uses Salesforce, I got a task where I needed to change the date of logging a call in Salesforce. To fulfill this requirement I use the activity component and in this log a call button is present under the activities component. This activity component is present under the objects like contacts, leads, etc.

So after looking at the multiple solutions, I found a solution that helped me to change the date of logging a call in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

How to change the date of log a call in Salesforce Lightning

Here we are changing the date of logging a call in Salesforce Lightning. Log a call button is a feature that creates a complete task to document communication for the users. This log a call refers to a communication that we had.

It might be an email, a task, a call, or anything else that has been done. After creating the log a call this log a call status is shown under the activity component. Here we want to change the date of the log a call button by simply clicking on the created log a call and then clicking on the change date option and simply changing the date of the log a call.

If you want to learn how to change the date of log a call in salesforce lightning follow these steps:

Step-1: Login into the Salesforce account, and go to the App Launcher. Click on the App Launcher and enter the Sales in the search box, the sales option comes at the top. Click on it.

Step-2: After clicking on the sales, the sales page is open and under this sales page lots of objects are present on the nav bar. Here we select the Contacts object, after selecting the contact object the contact’s recently viewed object page is open.

Here we can see that lots of contacts are present, select one of the contacts and here we are selecting Dr. Florian Fadel’s contact.

Step-3: After clicking on the Dr Florian Fadel contact, the Dr. Florian Fadel page is open. Here we can see that the log a call is created that is present under the activity component and the date set for this contact is today but we want to change the date.

Step-4: For changing the date from this log a call, click on the drop-down arrow of the call. After clicking on the drop-down arrow the drop-down list is open under this list there are lots of options present. Click on the change date option.

Step-5: After clicking on the change date option, the change date dialogue box is open. Here we can see the due date field is present and for the due date field date is already selected but now we want to change this date.

Step-6: For changing the date, click on the calendar icon. After clicking on the calendar icon the calendar is open. Now select the date and here we are choosing the 9 June 2023.

Step-7: After selecting the date from the calendar, the date will also be changed from the due date field. Now click on the save button that is present at the bottom of the change date dialogue box near the cancel button.

Step-8: After clicking on the save button, the date that we are changing is saved and we can see that the date of logging a call is changed successfully and shown under the activity component.

In this way, we understand how to change the date of log a call in Salesforce Lightning. Let’s Proceed further and learn how to change the date of log a call in Salesforce Classic.

Read Create a Follow-Up Task of Log A Call in Salesforce

How to change the date of log a call in Salesforce Classic

Here we are changing the date of logging a call in Salesforce Classic. If you want to learn how to change the date of log a call in Salesforce Classic follow these steps:

1:  First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to the Salesforce Classic option, the Salesforce Classic edition is open and you can see that lots of objects are present on the nav bar. Here we select the Contacts object.

2: After clicking on the contact object, the contact page is open. Here we can see that lots of contacts are present, select one of the contacts and here we are selecting Jaskolski Jr. Dr. Rosalyn’s contact.

3: After clicking on the Jaskolsi Jr. Dr. Rosalyn contact, the Jaskolsi Jr, Dr. Rosalyn contact page is open. Now scroll to the bottom of the page there is an activity history section under this activity history section log a call is created, we can also edit this and change the date of the log a call.

4: After clicking on the edit option, the task call page is open. Here we can see the due date field is present and for the due date field date is already selected but now we want to change this date.

For changing the date, click on the calendar icon. After clicking on the calendar icon the calendar is open. Now select the date and here we are choosing the 28 June, 2023.

5: After selecting the date from the calendar, the date will also be changed from the due date field. Now click on the save button that is present at the top of the task edit page near the save and next task buttons.

6: After clicking on the save button, the date that we are changing is saved and we can see that the date of logging a call is changed successfully and shown under the activity history section.

This is how to change the date of log a call in Salesforce Classic.

Conclusion

Log a call button is a feature that creates a complete task to document communication for the users. Here we want to change the date of the log a call button by simply clicking on the created log a call and then clicking on the change date option and simply changing the date of the log a call.

I hope you got an idea of changing the date of log a call in Salesforce. Also, I have explained step by step how to change the date of log a call in Salesforce Lightning and in Salesforce Classic.

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