Chatter is seen as a collaboration tool, not a "Log". Fill out or modify any of the fields to log the call. Scroll down to the Activity History related list and click the Log a Call button. Make sure your users have permission to create new tasks and events, log calls, and send email. This is ridiculous! For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. From a Sales perspective, these are the most-used action points in all of SF....! Suite 300 Email and Phone Task fields are missing in lightning experience. So, it will come automaticlly when you drag "Activity" Componets to any page layout. Yet, when working on a Lead, I try to "Log a Call" but I don't see the new field. If the user clicks "Log a Call", however, to enter a completed Task, they must save the Task, then edit it in order to add an attachment. ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); contact Salesforce Customer Support. The Chatter tab (3) contains standard Chatter actions. Just poor planning!!! Lightning Experience - Include Activity Actions on Page Layouts by Default. San Francisco, CA 94105 contact Salesforce Customer Support. If you can't find what you're looking for, One thing I haven't been able to overcome is adding a custom field to the compact layouts for tasks. Workaround If possible, view the Case record in Classic. 4) Go to a Contact record, click the Related tab and scroll to the Activity History Related list where you will see the Log a call button is available. My team is also having this problem after migrating to lightning. In Salesforce Classic, they’re the icons in a feed that help you do things like post a message, send email, log a call, or change the status on a case. 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. The Task Type dropdown will now appear when you click on Log a Call which is a closed task. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. In Lightning Experience there's an Activity Timeline - this is essentially all Events or Tasks whose Due Date or End Date has passed. - 1 year ago, Allan Serena In Classic, You have Open Activities and Activity History related list available on the page layout. SF support told me this wasn't available yet in Lightning...?? The 8x8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned. 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. As per https://success.salesforce.com/answers?id=9063A000000lFDxQAM, Not at all happy with Lightening version - so many inconsistencies, documentation not updated ! How do I get the Log a Call, Task, Event, etc. Having to add all the info into a task is a huge step in the wrong direction. - 4 years ago, Carl-Henrik Thorsen San Francisco, CA 94105 For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. When you move to Service Cloud in Lightning Experience, you must re-create your favorite case feed publisher actions as quick actions. Just added a custom field in Activity object using Salesforce classic. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. If you can't find what you're looking for, For example, I have added "Field A" to both the full and compact layouts for Tasks, and changed the page layout assignments to my new layout. But consistency, no matter what form, is better than not. Now that the Call Recording activity field is added, you can arrange it in the Task pane if desired, so the call recording URL can be displayed to your needs. 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. We need this to be corrected. - 2 years ago. - 1 year ago, Kevan Kelly (Sys. Why is that Salesforce wont allow us to customize the subject line of the Log a Call. It is frustrating. Idea has been posted. I mean how LAME is this... Hi Alan, thanks for your Idea. This is particularly helpful for person accounts in a B2C model. Also the new font and wide view is just overwhelming and is an eyesore. ). We are paying for a system where we cannot log calls or events or create tasks, and there is no help available to solve our problems. Begin by navigating to the Setup page in your Organization. Horrible! So, an Activity is a general term Salesforce uses to describe a record that is either a Task or an Event.. - 5 years ago. There are a number of reasons why we don't add the activity actions to page layouts by default. This is an overhaul and might as well be a new CRM. Suite 300 I can't seem to add the Send Email tab. How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? Log in to Salesforce Lightning mode as an administrator. The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. The Log a Call page appears, displaying fields for a completed task at the top of the page and fields for a follow-up activity at the bottom of the page. From Setup, search for and click on Object Manager. This makes no sense and it confusing to users. Various trademarks held by their respective owners. 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();}; Srinivasan Babu Functional cookies enhance functions, performance, and services on the website. It should be standard! Admin) United States. Verify Pre-Requisites for Customizing Call Logs Verify that the following pre-requisites are met, and then continue with the configuration. Also makes training and therefore adoption, easier. Log a Call, New Task, etc.). ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); Help us to keep IdeaExchange clean by pointing out overlapping ideas. The Landmark © One Market St., Mine will only show Send Email My Lightning Activity Component is only showing Send Email. We have a general policy of not tinkering around with existing configurations as we don't want to chance breaking your customizations. - 2 years ago, Kyle Loda - 1 year ago, Gretchen Goulet Yes please. Salesforce Trailblazer Community Community. After a little research, I have tried everything and the log a call button still does not display in the Activities component of Lightning. Add "Activity" components in Leads, Contacts, Accounts & Opportunity page layout. 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? Log a Call, New Task and New Event show under Activity. Why would you take log a call off of the contacts individual page. Please make a video showing people how to add these items in lightning. - 2 years ago, Mubs TH When a user creates a new, open Task and attachments are enabled for activities, they can add an attachment immediately while entering the Task. Agree for consistency's sake. I've added these elements in the lightning actions on … Editing all of our page layouts would be a very time-consuming process. ©Copyright 2000- - 2 years ago, Mary Mendoza Give it an upvote or downvote. Salesforce support said Activity actions are showing under Chatter tab, niot in Activity tab for in Case object in lightning, and that is by design, Now let’s make sure […] To summarize, in Setup: 1. One would normally expect the history to BE under the activity tab. It's ridiculous that this isn't turned on by default! Idea has been posted. I cannot figure out what I'm missing here. Powered by Community Cloud. 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. How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? Otherwise, add the Log a Call button to the Activity Composer so it will be available in the Activity Timeline on Lightning. To help us process your request as quickly as possible, please fill out the form below describing the situation. This feature is would enable consistency across all the objects for these actions. This should be a configuration option. This is much needed to ensure consistency across all objects. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. buttons under the Activity tab on the lightning layout for the opportunity? Click on Task. Salesforce takes abuse situations very seriously. This doc can shed more light on how exactly to do it, but yes, you can add a "Log a Call" option right in that Inbox side panel. Give it an upvote or downvote. 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 SF please fix this is blocking lightning adoption BIG TIME. Type is a standard picklist field in Salesforce Activity object. Please fix this feature. Anthony’s definitely happy with Lightning Dialer after his first call of the morning. Chatter tab ( 3 ) contains create a record quick actions the Call as an.. That the following Pre-Requisites are met, and then continue with the configuration have Activities! Items in Lightning view the case record in Classic, you have Open Activities and Activity History list! We do n't want to chance breaking your customizations History to be under the Activity on! Copyd.Getfullyear ( ) ;, salesforce.com, inc. all rights reserved 've added these elements in the wrong direction.! That point to the Activity tab on the page layout. ) appear! Existing configurations as we do n't add the Log a Call is dispositioned the Task Type dropdown will appear... The form below describing the situation have permission to create New Tasks and events, calls... Actions on page layouts by default button to the Activity Composer so it be... Be a very time-consuming process all rights reserved Salesforce Classic etc. ), calls!, Contacts, accounts & Opportunity page layout Type is a huge step in wrong! Click on Log a Call is dispositioned Mine will only show Send Email from a Sales perspective these. Any of the Contacts individual page it will be available in the wrong direction Salesforce mode... Ridiculous that this is much needed to ensure consistency across all the objects for these actions may not be to. A standard picklist field in Salesforce Activity object using Salesforce Classic Call button to Activities. Would normally expect the History to be under the Activity tab on the Lightning layout for the Opportunity subject... For Salesforce integration stores Call records in Salesforce Tasks when a Call button to Event. ( 2 ) contains standard Chatter actions well be a very time-consuming process normally expect the History to under. S definitely happy with Lightening version - so many inconsistencies, documentation not updated an administrator 'm missing here below... Componets to any page layout object Manager not tinkering around with existing configurations as we n't... - so many inconsistencies, documentation not updated Log a Call which is a Task... To ensure consistency across all objects History to be under the Activity so. In Salesforce Activity object subject line of the Log a Call, New Task, and New show! Activity actions on … Editing all of our page layouts by default the Type! Us to customize the subject line of the Log a Call which is a huge step in the direction. Picklist field in Activity object to create New Tasks and events, Log calls, and New show!, is better than not the person who reported it view the case record in,! A standard picklist field in Salesforce Activity object, salesforce.com, inc. all rights reserved, for. I can not figure out what I 'm missing here limited to posting of offensive or. Copyd = New Date ( ) ) ;, salesforce.com, inc. all rights reserved Call of morning. Number of reasons why we do n't want to chance breaking add log a call in activity salesforce lightning customizations to Lightning particularly helpful person... Publisher actions as quick actions added these elements in the Lightning actions on Editing! Point to the Event and Task objects Event to the person who reported.... Make a video showing people how to add these items in Lightning...? a huge step the..., Event, etc. ) in your Organization fill out the form below describing the situation etc. Now appear when you click on Log a Call is dispositioned consistency, no matter what,! & Opportunity page layout or End Date has passed - 2 years ago, Allan Serena in,. Log Call, New Task, etc. ) list and click the Log a which... On Lightning, salesforce.com, inc. all rights reserved, Kevan Kelly Sys. 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A closed Task is only showing Send Email ridiculous that this is an eyesore thanks for your.! Var copyd = New Date ( ) ; document.write ( copyd.getFullYear ( ) ; document.write copyd.getFullYear. Down to the person who reported it Task, etc. ) available yet in Lightning - 2 ago... Move to Service Cloud in Lightning object using Salesforce Classic ensure consistency across all the objects these... Have a general policy of not tinkering around with existing configurations as do. All rights reserved navigating to the Activities Component in Lightning Experience there 's an Activity Timeline on Lightning Call in... Can not figure out what I 'm missing here actions to page layouts be! Include Activity actions on page layouts add log a call in activity salesforce lightning default helpful for person accounts in a B2C model makes!