Create a new action of type "Create a Record," with Task as the target object, standard label type = "Log a Call" 3. San Francisco, CA 94105 Go to "Global Actions" 2. Various trademarks held by their respective owners. It should be standard! Log a Call, New Task, etc.). We take abuse seriously and will investigate this issue and take appropriate action. GoTo Setup->Activities->Activity Custom Fields 3. 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Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout. When a user creates a new, open Task and attachments are enabled for activities, they can add an attachment immediately while entering the Task. - 2 years ago, Gregory Roszczybiuk I need Log a Call, new Task, and New Event to show in the Activity Timeline in my lightning layout, but it's stuck in chatter. I've searched and searched for the layout in Salesforce but cannot find it. - 2 years ago, Mary Mendoza That's Lightning Login, and it's available for every Salesforce organization, regardless of version and whether you have enabled Lightning Experience.We'll show you how to log into an org using Lightning Login and how to enable it for your Salesforce instance. Idea has been posted. Logging a call is no loger available for a contact as far as I can tell. In Classic, You have Open Activities and Activity History related list available on the page layout. Now, back to the record page and check Activity component, you should see Log a Call action appear under Activity component. Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2). ©Copyright 2000- The actions section that you're referring to in a page layout has existed before Lightning and as you mentioned was used to configure Salesforce1 actions. In the Record Type, change --Master-- to Special, and click Save button. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. Activity component: Default value of any field on New Task/New Event/Log a call tab in salesforce lightning. Log a Call, New Task, etc.). This is much needed to ensure consistency across all objects. We have a general policy of not tinkering around with existing configurations as we don't want to chance breaking your customizations. Regardless of the time it takes, your sales reps can continue their work in Salesforce during the enabling process. Word or advice is if it isnt broke dont fix it and change is one thing. This makes no sense and it confusing to users. Sales guys use the Log a Call button because it is the easiest way to log a task that they have already completed....seems blockheaded on the part of Salesforce not to make this field something we as managers can customize. contact Salesforce Customer Support. I cannot figure out what I'm missing here. Learn More >. Just added a custom field in Activity object using Salesforce classic. From the Setup icon click on Setup. Can the "Add Attachment" feature be added to the Log a Call screen? Go to Global Actions under Setup menu, click edit on Log a Call, you may see this by the standard. It always has to come up "Call". I've added these elements in the lightning actions on … I have tried and tried, searched and searched, and asked SalesForce for help, but have gotten nowhere. United States. This is weird when for all other objects (Account, Contact, Opportunity, even custom object), Log a Call, New Task and New Event are showing under Activity, why Case show under Chatter? Scroll down to the Activity History related list and click the Log a Call button. I have tried to add the Lightning … SF please fix this is blocking lightning adoption BIG TIME. We'll investigate your suggestion and merge the ideas if it makes sense. Just poor planning!!! Add "Activity" components in Leads, Contacts, Accounts & Opportunity page layout. The Task Type dropdown will now appear when you click on Log a Call which is a closed task. It is frustrating. - 2 years ago, Mubs TH But consistency, no matter what form, is better than not. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. This is ridiculous! One would normally expect the history to BE under the activity tab. We didn't want to risk breaking customer's existing configurations to that section, so we don't automatically add the activity actions to the page layout. To complete the softphone setup, you will need to configure a custom Salesforce tab to allow users to directly access the CTM Call Log from within Salesforce as a Visualforce page. I like the Chatter component on the Case as it has the extra tabs below allowing you to filter quickly by "All Updates" "Call Logs" "Text Posts" etc... and it is all in one component. - 1 year ago, Sean Robinson You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.This should be turned on by default when Lightning is enabled as activities are the base functionality used to track interactions. We will review it shortly and merge the ideas if applicable. Learn More >. We need to request to make this align across all objects. Yet, when working on a Lead, I try to "Log a Call" but I don't see the new field. - 4 years ago, Carl-Henrik Thorsen There should be consistency across all objects. I can't seem to add the Send Email tab. This question has been posted before but the answers are not solving my issue. It also contains Log A Call and Send Email actions. After a little research, I have tried everything and the log a call button still does not display in the Activities component of Lightning. To summarize, in Setup: 1. San Francisco, CA 94105 buttons under the Activity tab on the lightning layout for the opportunity? Anthony’s definitely happy with Lightning Dialer after his first call of the morning. Help us to keep IdeaExchange clean by pointing out overlapping ideas. Want to be able to log into Salesforce with only a single mouse click and your mobile phone? As per https://success.salesforce.com/answers?id=9063A000000lFDxQAM, Not at all happy with Lightening version - so many inconsistencies, documentation not updated ! - 1 year ago, Gretchen Goulet My issue is the following: Given the Lighning Activity Composer, where you can log calls, send emails, etc. The Landmark © One Market St., Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. Log a Call is part of Activity. Hi, I'd like to add a couple of fields that are already existing on the Activity Object, on the 'Log A Call' section in Lightning. The Chatter tab (3) contains standard Chatter actions. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Jason Umfress Will review it shortly and merge the ideas if applicable Office for Salesforce integration stores Call records in Tasks. 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