Customize log a call in Salesforce Lightning

In this Salesforce tutorial, we will try to understand how to customize log a call in Salesforce Lightning.

Log a call” is a widely used Activity tab in Salesforce Lightning. The role of this activity tab is to record the interaction between the user and the customer. However, there could be requirements where we need more options or fields in the Log a call action.

So, this Salesforce tutorial will guide you on how to customize the Log a call in Salesforce Lightning Experience. I will also guide you to edit log a call layout Salesforce.

How to customize the log a call in Salesforce Lightning

Log a call activity comes with some fields like Subject, Comment, Name, and Related To. However, there could be various cases where we need more fields in the Log a call activity.

Below are the steps to customize log a call in Salesforce Lightning

Step-1: First, open the Home Setup Page in Salesforce by clicking on the Gear icon (⚙️) and selecting the Setup option.

remove new event from activity tab in Salesforce lightning

Step-2: After this, from the Home page, click on the Object Manager option in Salesforce Lightning.

remove new event button in Salesforce lightning

Step-3: Next, from the list of objects, select the Account object. However, this will open the Object Manager page for the Account object.

Customize log a call in salesforce lightning

Step-4: After this, from the left menu, click on the Buttons, Links, and Actions option in Salesforce Lightning.

Customize log a call button in salesforce lightning

Step-5: Next, on the Buttons, Links, and Actions page, click on the New Action button. After this, we will land on a page where we can create a new action for the Account object.

How to customize log a 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.

Step-6: Next, for the new action button, specify the following options:

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OptionsOption Content
Action TypeLog a Call
LabelLog a Account
NameLog_a_Account
DescriptionThis action will capture the log related to the account

After specifying the content for the options, click on the Save button.

How to customize log a call in salesforce

Step-7: Once we click on the Save button, it will redirect us 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 just 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.
Customizing log a call action in salesforce lightning

Step-8: Next, we need to add the New Action (Log a Account) button to the Activity Timeline. For this, click on the Page Layout option from the side menu of the Account Object Manager page.

Step-9: After this, click on the Account Layout option. And then it will open the Page Layout for the Account object.

Customize log a call action in salesforce lightning

Step-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.

Customizing log a call action in salesforce

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.

Edit Log a Call Layout 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:

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Step-1: Navigate to the “Setup” in Salesforce Lightning. Search for “Global Actions” in the “Quick Find” box and click on it.

edit log a call layout salesforce

Step-2: Search the “Log a Call” global action and click on the “Layout” option next to it.

Step-3: The log a call action takes the fields of the task. Now, to edit the log a call page layout, drag the fields from the “Action: Log a Call” box and drop it to the “Below given whote box”.

Then, click on the “Save” button.

log a call layout salesforce

You can open any record of the object and check that the page layout of the log a call edited successfully.

how to change log a call layout in salesforce

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 the steps of how to change log a call layout in Salesforce.

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