How to Edit Comment of Log A Call in Salesforce?

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

While working in a Salesforce company in the United State Of America. I got a task where I needed to edit a comment 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 edit comment button is present under the log a call drop-down arrow that determines the edit comment of log a call. Let’s move and learn the procedure of how to edit the comment of log a call in Salesforce Lightning and Salesforce Classic.

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How to edit a comment of log a call in Salesforce Lightning

Here we are editing a comment of logging a call in Salesforce Lightning. Comments are like written remarks which show an option or reaction. In simple words, it is a piece of text to help other users to understand it.

The communication in Log A Call may be of type an email, a task, or a call. Log A Call a record task is created with the active status when we click on the log a call icon and here we want to edit the created Log A Call comment by simply clicking on the edit comment button.

If you want to learn how to edit the comment 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. Rosalyn Jaskolski Jr.

Step-3: After clicking on the Dr. Rosalyn Jaskolski contact, the Dr. Rosalyn Jaskolski 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 edit the comment 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 edit comment option.

Step-4: After clicking on the edit comment option, the edit comment dialogue box is open. Here we can see our comment is already mentioned by now we want to edit the comment of the log a call. So to edit the comment remove the previous comment that is written and enter the new comment.

Step-5: After editing the comment the comment is again set and seen under the comments field. After that click on the save button that is present at the bottom of the edits comments page.

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 comment is edited.

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

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How to edit a comment of log a call in Salesforce Classic

Here we are editing a comment of log a call in Salesforce Classic. If you want to learn how to edit a comment 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.

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 Fadel. Dr. Florian’s contact.

2: After clicking on the  Fadel Dr. Florian contact, the Fadel Dr. Florian 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 edit the comment of log a call.

3: After clicking on the edit button, the task call page is open. Here we can see the comment field is present and the comment field is already filled but now we want to edit this comment. So to edit the comment remove the previous comment that is written and enter the new comment.

After editing the comment the comment is again set and seen under the comments field, click on the save button that is present at the top of the page near the save and new task buttons.

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

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

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Conclusion

Comments are like written remarks which show an option or reaction. In simple words, it is a piece of text to help other users to understand it.

Log A Call a record task is created with the active status when we click on the log a call icon and here we want to edit the created Log A Call comment by simply clicking on the edit comment button.

I hope you got an idea of editing the comment of log a call in Salesforce. Also, I have explained step by step how to edit the comment of logging a call in Salesforce Lightning and in Salesforce Classic.

You may also like the following Salesforce tutorials:

• Change the Status of Log A Call in Salesforce
• Change Priority of Log A Call in Salesforce
• Change Date of Log A Call in Salesforce