Add Notes to Records in a Salesforce Console in Salesforce Classic
The interaction log helps you quickly add notes to records on a console’s primary
tabs.
Required Editions
Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
User Permissions Needed
To view the interaction log:
Read on tasks
To save notes in the interaction log:
Edit on tasks
If you're assigned to an interaction log layout, you can access the log from a console’s
footer. Logs appear on items that have an Activity History related list, such as accounts and
contacts, but not solutions. Logs aren’t available for reports, dashboards, Salesforce CRM
Content, the Article Management tab, or Visualforce pages.
To show or hide the interaction log, hover over the log’s border and click or .
To resize the interaction log and a detail page, drag the bar in between them.
To help you quickly save notes on customers, when a contact appears on a subtab, the
contact’s name is added to the log’s Name. However, you can change the
Name before you save a log.
When you click Clear Log to remove notes or a
Subject, any saved notes aren’t removed—they’re stored on the
record’s Activity History related list. For easy review and retrieval, all logs are saved as
tasks on records’ Activity History related list.
Administrators can customize the fields
that appear on logs.
If you use a SoftPhone, click Add Call Data to
add a call’s date and time to the log. When screen popup windows appear from inbound calls,
click End Call to end the call and save any updates that you’ve made to
the log.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
