While working as a Salesforce system admin, I got a requirement from the sales team that they need a customized log a call action to track additional details.
In this Salesforce tutorial, I will explain how to customize a log a call action according to the sales team’s requirements and guide you through editing the log a call layout in the Salesforce Lightning experience.
“Log a call” is an Activity tab on the Salesforce Lightning record pages. Its role is to record the interaction between the user and the customer. However, there could be requirements requiring more options or fields in the Log a call action.
Customize the Log a Call in Salesforce Lightning
Log a call is an action that includes fields like Subject, Comment, Name, and Related To fields. However, there could be various cases where we need more fields in the Log a call activity.
Below are the steps to customize the log call in Salesforce Lightning.
Note: Here please note that we are not customizing the existing Log a call action. Because the Log a call action is a standard action for many Objects in Salesforce Lightning. So, for this implementation, we will create a new log a call type action in Salesforce Lightning.
1. First, open the Home Setup Page in Salesforce by clicking the Gear icon (⚙️) and selecting the Setup option.
![How to Add and Remove Tabs in Salesforce [2 ways]](https://salesforcefaqs.com/wp-content/uploads/2023/01/remove-new-event-from-activity-tab-in-Salesforce-lightning.png)
2. After this, from the Home page, click on the Object Manager option in Salesforce Lightning.
3. Next, from the list of objects, select the Account object you want to customize a Log call action.
4. After this, click on the Buttons, Links, and Actions option from the left menu in Salesforce Lightning.
5. Next, click on the New Action button on the Buttons, Links, and Actions page. This will take you to a page where you can create a new action for the Account object.
6. Next, for the new action button, specify the following options:
| Options | Option Content |
|---|---|
| Action Type | Log a Call |
| Label | Log a Account |
| Name | Log_a_Account |
| Description | This action will capture the log related to the account |
After specifying the content for the options, click on the Save button.
7. Once we click on the Save button, we are redirected to the Layout page for the Log a Account action.
- Now, from this page, we can select the set of fields that we want for our action.
- For example, if we want the Status field for the Log a Account action, we need to drag the button from the Tasks Fields section to the below section.
- In the last, click on the Save button to save the changes.
8. Add the new action (Log a Account) button to the Activity Timeline. To do this, click on the Page Layout option from the side menu of the Account Object Manager page.
9. After this, click on the Account Layout option. Then, it will open the Page Layout for the Account object.
10. Next, drag the Log a Account button from the Mobile & Lightning Actions section to the Salesforce Mobile and Lightning Experience Actions section. In the last, click on the Save button.
After following the above steps, we have successfully created a customized log a call action in Salesforce Lightning for the Account object.
Moreover, this Log a Account action will appear under the Activity Timeline for each Account record.
Following the above steps, you can customize the log a call action in Salesforce Lightning.
Edit Log a Call Layout in Salesforce
Log a Call in Salesforce is a global action, but if you want to edit the log a call page layout in Salesforce, you can do that by following the below steps:
1. Navigate to the “Setup” in Salesforce Lightning. Search for “Global Actions“ in the “Quick Find” box and click on it.
2. Search the “Log a Call” global action and click on the “Layout” option next to it.
3. The log call action takes the fields of the task. Drag the fields from the “Action: Log a Call” box to edit and drop the fields into the layout canvas.
Then, click on the “Save” button.
You can open any record of the object and check that the page layout of the log call has been edited successfully.
This is how you can customize the layout of log calls in Salesforce Lightning.
Conclusion
So, with the end of this Salesforce tutorial, we have understood how to customize the log a call in Salesforce Lightning. Moreover, to understand this topic, we have created a customized log a call type action named Log a Account.
Moreover, I have explained how to change log a call layout in Salesforce.
You may also like to read:
- How to Customize the Global Search Bar in Salesforce
- How to Add Email to Activity Tab in Salesforce
- Mass Edit Records by Inline Editing in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
