How do I log a call in Salesforce?

Open the contact, lead, account or opportunity, click Log a Call in the Activity panel, enter a subject, comments and the Related To record, and click Save. The call appears in the activity timeline straight away.

Is a logged call a task in Salesforce?

Yes. In my test the logged call was saved as a Task record with Task Subtype = Call, Status = Completed and today as the due date. That is why logged calls show up in task list views, the Tasks and Events report type and SOQL queries on Task.

How do I see all calls logged by my team?

Create a report with the Tasks and Events report type, filter Task Subtype equals Call, set the date range, and group by Assigned to count calls per user.

Can Salesforce log calls automatically?

Only with a phone integration. Salesforce Dialer or an Open CTI telephony app logs each call as a Call task and fills Call Type, Call Duration and Call Result. Einstein Activity Capture syncs emails and events, not phone calls.

Why is the Log a Call button missing?

Check that Log a Call is in the Salesforce Mobile and Lightning Experience Actions section of the page layout and that the record page has the Activity component. On cases, look in the Chatter publisher, where the case-specific Log a Call action usually sits.

How to Log a Call in Salesforce: Steps, Fields & Reports

To log a call in Salesforce, open the contact, lead, account or opportunity, click Log a Call in the Activity panel, enter a subject and comments, and click Save. Salesforce stores the call as a completed Task with Task Subtype = Call and shows it in the record’s activity timeline.

I logged a real call on a contact in a Salesforce Developer Edition org (Lightning Experience) and then queried the saved record, so every step and field below is what Salesforce actually did. You will also see how Log a Call differs from a task, how to report on logged calls, and what automatic call logging needs.

This Tutorial Covers: