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Assign the 'Log a Call' quick action to a Record Type for Sales Dialer

Дата публикации: Apr 2, 2026
Описание


Assign the 'LogACall' quick action to a different record type so that your Users can log calls.

Note: Users may not have access to the 'LogACall' quick action if it’s assigned to a record type that isn’t available to them. Quick actions are assigned the Master Record Type by default, and this record type isn’t available to most profiles.

For more information, see Quick Actions and Record Types and How is record type access specified.

Решение


Assign the LogACall quick action to a Record Type

1. From Setup, enter Global Actions in the Quick Find box, then select Global Actions.
2. Click Edit for the LogACall action. Note: Don’t change the name or delete the LogACall action. If the action is renamed or deleted, you'll need to re-create the action with the name LogACall.
3. In the 'Record Type' drop down, select a record type that your users have access to.
4. Click Save.

Номер статьи базы знаний

000383584

 
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Salesforce Help | Article