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Set Up Interaction Logs for a Console in Salesforce Classic

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Set Up Interaction Logs for a Console in Salesforce Classic

An interaction log lets Salesforce console users write notes on records that appear on primary tabs.

Required Editions

User Permissions Needed
To set up interaction logs: Customize Application

For example, when cases appear on primary tabs, an interaction log can appear so that users can take notes on cases. You can create multiple interaction logs and customize them to display specific task fields for different users to update.

  1. From Setup, enter Interaction Log Layouts in the Quick Find box, then select Interaction Log Layouts.
  2. Click New.
  3. Name the interaction log.
  4. Select task fields to add to the interaction log and click Add.
    • * indicates required fields.
    • You can only add editable task fields to interaction logs.
    • The Enter your notes here... field is automatically added to all interaction logs; you can't remove it.
  5. If you want this interaction log to be the default for all users, select Set as default layout.

    You can't delete a default interaction log; you must first mark another interaction log as the default for your organization.

  6. Click Save.

After you set up or customize interaction logs, you can assign them to different user profiles and turn them on to display.

Tip
Tip You can create custom fields for tasks and add them to interaction logs. For example, you can create a Caller Disposition picklist with values of Angry, Neutral, and Satisfied.
 
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