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Record type differs on Log a Call activity from initial creation

게시 일자: May 25, 2026
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This will be used when Users notice that a follow up task has a different record type than the initial task.

솔루션

If your  default record type for the "log a call" task is the same as the record type you log the call with, the scheduled follow up task area will use this page layout and the task section will appear twice.

If the default record type is different from the record type you created the task with, the default record type will be used in the Schedule Follow Up task section. This is why the layout can differ from user to user based on their profiles.

You will have to change the default record type for the profile if you want every user to see the same layout for the Log A Call functionality.

Steps to update default Record Type (LEX):

  • Click on Setup Gear in top-right corner of screen and click "Setup"
  • Click on "Users"
  • Click on "Profiles"
  • Click on the appropriate Profile you are setting the default value for
  • Click on "Object Settings"
  • Click on "Tasks"
  • Click on "Edit" Button and choose appropriate checkbox for the default record type
  • Click "Save"

Steps to update default Record Type (Classic):

  • Click on "Setup" in top-right corner of screen
  • Click on "Users"
  • Click on "Profiles"
  • Click on the appropriate Profile you are setting the default value for
  • Click on "Object Settings"
  • Click on "Tasks"
  • Click on "Edit" Button and choose appropriate checkbox for the default record type
  • Click "Save"
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Record Types

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