How to Change the Status of Log A Call in Salesforce

In this Salesforce tutorial, we will learn the change status function and how we can use it for changing the status of Log A Call in Salesforce. Moreover, we will focus on some of the practical scenarios for implementation.

While working as a salesforce employee in a company in the United State Of America. I got a task where I needed to change the status of logging a call in Salesforce. To fulfill this requirement I use the activity component and in this Log A Call is present under the activities component. This activity component is present under the objects like contacts, leads, etc.

So, as a solution, I find out that the change status button is present under the log a call drop-down arrow that determines us the changing status of log a call. Let’s move and learn the procedure of how to change the status of logging a call in Salesforce Lightning and Salesforce Classic.

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

Here we are changing the status of logging a call in Salesforce Lightning. The Log A Call is the type of communication between the user and this communication may be of type an email, a task, or a call.

When we click on the Log A Call a record task is created with the active status and here we want to change the created Log A Call status by simply clicking on the change status button.

If you want to learn how to change the status 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.

Step-3: After clicking on the Dr Florian Fadel contact, 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 we want to change the status of this contact.

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 Status option.

Step-4: After clicking on the change status option, the change status dialogue box is open. Here we can our status is set to complete by now we want to change the status of the log a call. So for changing the status click on the drop-down arrow.

Step-5: After clicking on the drop-down arrow, the drop-down list is open. Under this drop-down list, there are five options. The first one is Not Started, the second one is In Progress, the third one is Completed, the fourth one is Waiting on someone else and the last one is Deferred.

Here we are choosing the status as In Progress after selecting the status click on the save button that is present at the bottom of the dialogue box.

Step-6: After clicking on the save button, the pop-up msg is coming at the top that the task call was saved and the status is changed.

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

Read How to add a bookmark to Call Logs in Salesforce?

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

Here we are changing the status of logging a call in Salesforce Classic. If you want to learn how to change the status 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 contact.

3: After clicking on the  Jaskolski Jr, Dr. Rosalyn contact, the Jaskolski 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 status of the log a call.

4: After clicking on the edit button, the task call page is open. Here we can see the status field is present and the status field is already selected as completed but now we want to change this status. We change the completed status to the Not Started status.

5: After selecting the status from completed to Not Started, click on the save button that is present at the top of the page near the save and new task buttons.

6: After clicking on the save button, the status is saved and we can see the log a call status under this open activities section.

In this way, we have learned how to change the status of log a call in Salesforce Classic.

Conclusion

The Log A Call is the type of communication between the user and this communication may be of type an email, a task, or a call. When we click on the Log A Call a record task is created with the active status and here we want to change the created Log A Call status by simply clicking on the change status button.

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

You may like to read the following articles:

• How to Change Priority of Log A Call in Salesforce
• How to Change Date of Log A Call in Salesforce
• How to Log A Call in Salesforce
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