Log a Call button

Add "Log a Call" to Page Layouts

• Open and Explore the Salesforce Setup Menu
• Edit Page Layouts for Standard Objects or Edit Page Layouts for Custom and External Objects
• For each of the object's desired page layouts add the "Log a Call" button in:
  • Salesforce Classic by dragging the "Log a Call" from "Quick Actions" section in the page layout editor's palette down to the "Quick Actions in the Salesforce Classic Publisher" section of the page.
  • Lightning Experience by dragging the "Log a Call" action from the "Mobile & Lightning Experience" section of the page layout editor's palette to the "Salesforce Mobile and Lightning Experience Actions" section of the page.

Use Log a Call to save User communications

• Fields above 'Schedule Follow-Up Task' are used for call-related information. 
• Click Save to capture the information in a completed activity in the Activity History for the record.
• Fields below "Schedule Follow-Up Task" are used for optional follow-up tasks. You can assign the follow-up task to another user ('Assigned To' field) and set a reminder for them ('Reminder' field) so that they will receive a pop-up at the time selected.

Notes for Lightning User Interface:

• The 'Schedule Follow-Up Task' section does not show in the Lightning UI. In Lightning, after you 'Log a Call', it immediately shows under the 'Past Activity'.
• When the record is created, you will be able to see the dropdown arrow in 'Show More Actions' onto the right-hand side. To create a follow-up task, you have to choose the 'Create a Follow Up Task' option in the list of actions.

How to Customize the 'Log a Call' Fields and Dropdown Lists

The "Log a Call" action creates a Task record, so customizing its layout and fields is done by modifying the Task object and its associated layouts.

To Edit the Values in a Dropdown List (Picklist):

1. From Setup, navigate to Object Manager and select Task.

2. Click on Fields & Relationships.

3. Find and click on the picklist field you wish to edit (for example, "Subject" or a custom field like "Call Type").

4. In the "Values" section, you can add, deactivate, or reorder the picklist values that your users will see in the dropdown.

To Change Which Fields Appear on the 'Log a Call' Screen:

The fields you see are controlled by a Quick Action layout.

1. From Setup, navigate to Object Manager and select the object where you are logging the call (e.g., Account, Contact).

2. Go to Buttons, Links, and Actions.

3. Find the Log a Call action in the list and click Edit Layout next to it.

4. From this screen, you can add, remove, or reorder the fields that appear when a user clicks the "Log a Call" button on that object's record page.

See Also:

The following video demonstrates how to add the 'Log a Call' button to a page layout and use it to document and save the results of user communications in Salesforce:

How to Add the 'Log a Call' Button to Document and Save the Results of User Communications

Create a Log a Call Quick Action for Cases