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.
- Log a call in Salesforce Lightning
- How to customize the log a call in Salesforce Lightning
Log a call in Salesforce Lightning
Salesforce allows us to manage different sorts of activities related to an object. And in Salesforce Lightning, it is done under the Activity tab for each record of a Salesforce Object.
Majorly, there are 4 kinds of activities, and the Log a call activity is one of the most popular one to use. Additionally, Log a call is utilized in salesforce lightning to record the interaction between the user and the customer.
Additionally, this 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.
So, next, Let us cover the steps to customize the Log a call in Salesforce Lightning.
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How to customize the 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.
Step-2: After this, from the Home page click on the Object Manager option 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.
Step-4: After this, from the left menu, click on the Buttons, Links, and Actions option in Salesforce Lightning.
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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.
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:
| 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.
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.
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.
Step-10: Next, drag the Log a Account button from the Mobile & Lightning Actions section to 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.
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.
Here is the set of topics that we have covered in this tutorial.
- Log a call in Salesforce Lightning
- How to customize the log a call in Salesforce Lightning
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