This Salesforce tutorial will walk you through the process of logging a call in both the Salesforce Lightning and Salesforce Classic editions.
Every call needs to be recorded in a CRM like Salesforce in order to run the business activity successfully. If not, you run the risk of not having the vital visibility needed for the management of your firm.
By recording conversations in Salesforce, you can determine which salespeople are the most productive, observe how leads are followed up with, and accurately predict how many calls it will take to produce prospects and revenue
You’ve come to the right place if you’re looking to learn how to log a call in Salesforce. We’ll demonstrate how to Log A Call in Salesforce Lightning and Salesforce Classic step by step in this article.
The topics that we will cover in this Salesforce tutorial are as follows.
- What is Log A Call
- How Log A Call differs from Tasks
- How to create Log A Call Salesforce Lightning
- How to create Log A Call Salesforce Classic
What is Log A Call
There are situations when you complete a task and then want to log the activity in Salesforce. For example, your client may meet you in the cafe to discuss an issue. In this circumstance, instead of creating a task and then completing it, we use the “Log a Call” feature of Salesforce.
When we listen to “Log a Call” the first thing that comes to our mind is “Phone Call”. But the reality is not the same, basically “Log a Call” refers to any communication we’ve had.
It might be an email, a task, a call, or anything other that has been done but hasn’t yet been entered into Salesforce. So, we can conclude that users can record interactions by using the “Log a Call” button to create a task or activity record that has been completed.
Or in Simple words, you can say that when you click the “Log a Call”, a task record with a completed activity status is created. And the “Log a Call” button appears in the Activities component.
Read How to Change the Status of Log A Call in Salesforce
How Log A Call differs from Tasks
One kind of task is call logging. With the exception of two things, it functions precisely like a task: first, the due date is always set to today, and second, the status is always Done.
How to create Log A Call Salesforce Lightning
Users have the option to manually log calls in Salesforce. Yet, this may take up important time. Here’s how you can manually “Log a Call” in salesforce lightning step by step.
Step 1: Click on the App Launcher, then select any App that you want. Here, I select Service.
Step 2: Now, look at the tabs and select Contacts.
Step 3: Select the contact that you want to log a call for. Here, I select Ashley James.
Step 4: After you are in the contact record, scroll down and click “Log a Call” in the activity component.
Step 5: If the Log a Call button is missing from the activity component read the guide on “How to get the Log a Call button on the activity component“.
Step 6: Fill in the information Subject, Comment, Name, and Related To. The comments section is an area to provide more precise details regarding what happened during the conversation or the nature of this particular contact. Then, Click Save.
Step 7: You can see, when you save the call, the task automatically shows up under the Past
Activities. As the due date is set to the current day and the status is automatically set to
complete.
Step 8: If you want to edit the date, comment, status, create a follow-up task, event, edit and delete the log a call, click on ⬇.
With this, we have learned to Log a Call in salesforce lightning mode.
Read Customize log a call in salesforce lightning
How to create Log A Call Salesforce Classic
If you want to “Log A Call” in salesforce classic, follow the below-given steps.
Step 1: Click on avatar and select Switch to Salesforce Classic.
Step 2: Now, look at the tabs and select Home.
Step 3: Click on the ⬇ adjacent to More.
Step 4: Select Log a call from the list.
Step 5: Fill in the information Subject and Comment.
The comment section is where you can go into additional information about the conversation or the nature of this particular contact. And the subject is one line description of the conversation.
Step 6: From the Name, select the lead or contact that you want to log a call for. Now, from the lookup select the specific lead user or contact the user.
Step 7: From the Related To, select the tab or object that you want to log a call for. From the lookup, you can select a specific type of tab or object.
Step 8: Click on Log a Call.
Step 9: From the Latest Post, you can view the latest created Log a Call task.
Step 10: If you want to add this Log a Call as a bookmark, or want to add topics, or want to mute this Log a call, simply click on the ⬇.
With this, we have learned to Log a Call in salesforce classic mode.
Conclusion
In this tutorial, we have learned about the Log A Call functionality of salesforce and how it is different from tasks. Additionally, we have learned how to create Log A Call in salesforce lightning and salesforce classic step by step with the help of examples.
- What is Log A Call
- How Log A Call differs from Tasks
- How to create Log A Call Salesforce Lightning
- How to create Log A Call Salesforce Classic
You may also like to read the following Salesforce tutorials.
- How to remove new event from activity tab in Salesforce lightning
- New Task button not showing in Salesforce Lightning
- Salesforce Lightning Log a Call button missing
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.