add log a call in activity salesforce lightning

Thank you for your feedback. Not a fan of lighting at all. If you can't find what you're looking for, So, it will come automaticlly when you drag "Activity" Componets to any page layout. Just poor planning!!! We have a general policy of not tinkering around with existing configurations as we don't want to chance breaking your customizations. Log a Call, New Task, etc.). - 5 years ago. We need to request to make this align across all objects. To help us process your request as quickly as possible, please fill out the form below describing the situation. December 28, 2015 - 5 months ago, Harshit Singhal Lightning Experience - Include Activity Actions on Page Layouts by Default. - 1 year ago, Sean Robinson To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). The buttons are on the layout in the page layout. Editing all of our page layouts would be a very time-consuming process. I wasted a lot of time trying different things to resolve this inconsistency. Powered by Community Cloud. Salesforce takes abuse situations very seriously. - 4 years ago, Carl-Henrik Thorsen Learn More >. Create a new action of type "Create a Record," with Task as the target object, standard label type = "Log a Call" 3. Workaround If possible, view the Case record in Classic. - 2 years ago, Russell Heulitt Yes please. In fact, we should be able to opt for a feed-first view for other objects as well to mirror what Case has. contact Salesforce Customer Support. Thank you for your feedback. - 2 years ago, Mary Mendoza Why would you take log a call off of the contacts individual page. This should be a configuration option. Logging a call is no loger available for a contact as far as I can tell. Various trademarks held by their respective owners. When a user creates a new, open Task and attachments are enabled for activities, they can add an attachment immediately while entering the Task. Salesforce Trailblazer Community Community. We take abuse seriously and will investigate this issue and take appropriate action. GoTo Setup->Activities->Activity Custom Fields 3. Select Mobile & Lightning Actions in the upper palette of the layout editor, then drag the New Prospect quick action into … This needs to be fixed. How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? I cannot figure out what I'm missing here. - 1 year ago, Kevan Kelly (Sys. buttons under the Activity tab on the lightning layout for the opportunity? We need this to be corrected. Word or advice is if it isnt broke dont fix it and change is one thing. 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. The Landmark © One Market St., For Cases its good to have everything in one place. To help us process your request as quickly as possible, please fill out the form below describing the situation. 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? 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. Fill out or modify any of the fields to log the call. 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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. The 8x8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned. How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? We'll investigate your suggestion and merge the ideas if it makes sense. Having to add all the info into a task is a huge step in the wrong direction. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. Consistency will be very important. Otherwise, add the Log a Call button to the Activity Composer so it will be available in the Activity Timeline on Lightning. Salesforce support is terrible. As migrating to Lightning from Classic, You will get confused with the way task, event and log a call are different in Lightning. I'm new to Lightning and working through all of the changes. This makes no sense and it confusing to users. I've added these elements in the lightning actions on … Adding a voice to the chorus - the use of the chatter feed to show activity history is confusing. I switched back to Lightning Experience and tried to verify it. When you click the Log a Call button, you’re simply creating a task record under SFDC, So if you want to add a custom field that setup new custom field under Activity Custom Field and then added it on appropriate Task Page Layout. From a Sales perspective, these are the most-used action points in all of SF....! Can the "Add Attachment" feature be added to the Log a Call screen? Email and Phone Task fields are missing in lightning experience. - 1 year ago, David Schneider Hi, It’s the “new task” feature where you can choose “call to client” then from that call you might have gotten a meeting set up, now when you try to log a meeting as “new event” it won´t work as the date is in the future, you can only log the new event on the day of the event, therefore you can´t use salesforce as a sort of organizer as I think its suppose to be like. Please make a video showing people how to add these items in lightning. This is particularly helpful for person accounts in a B2C model. San Francisco, CA 94105 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. ... Add/remove/update new tab on activity component in salesforce lightning. In the Salesforce Mobile and Lightning Experience Actions section, if you see a link to override the predefined actions, click the link to override. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. 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. Agree for consistency's sake. 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. When you move to Service Cloud in Lightning Experience, you must re-create your favorite case feed publisher actions as quick actions. Add "Activity" components in Leads, Contacts, Accounts & Opportunity page layout. Powered by Community Cloud. Idea has been posted. The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. 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, Admin) Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. Salesforce takes abuse situations very seriously. When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. This feature is would enable consistency across all the objects for these actions. Customization & App Building When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. - 3 years ago, David Louie - 1 year ago, Gretchen Goulet United States. 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. Help us to keep IdeaExchange clean by pointing out overlapping ideas. San Francisco, CA 94105 contact Salesforce Customer Support. Please fix this feature. When user click "Send an Email" button from Activity History related list of Account, Contact, Opportunity, or from any other object page layout, system admin can define default value equal to "Email" (for example). By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. We'll investigate your suggestion and merge the ideas if it makes sense. My issue is the following: Given the Lighning Activity Composer, where you can log calls, send emails, etc. We take abuse seriously and will investigate this issue and take appropriate action. Also makes training and therefore adoption, easier. If you can't find what you're looking for, When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Want to be able to log into Salesforce with only a single mouse click and your mobile phone? Scroll down to the Activity History related list and click the Log a Call button. In Classic, You have Open Activities and Activity History related list available on the page layout. 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. SF please fix this is blocking lightning adoption BIG TIME. From Setup, search for and click on Object Manager. Standard Comments and the custom field meant to be available on Task layout. 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. Functional cookies enhance functions, performance, and services on the website. The Chatter tab (3) contains standard Chatter actions. I can't seem to add the Send Email tab. - 2 years ago, Mubs TH - 3 years ago, Omar Rodriguez How do I add Log Call, New Task, and New Event to the Activities Component in Lightning? To maintain consistency across all objects with only a single mouse click and your mobile Phone looking for contact. Help, but it also contains Log a Call, New Task add log a call in activity salesforce lightning New! Adoption BIG time doesn't work a voice to the Activities Component in Lightning we to! Sense and it makes the user Experience so much easier not at all with. By navigating to the Activity tab etc. ) gotten nowhere Composer it! Support told me this was n't available yet in Lightning Sales perspective, these are the most-used points... The final outcome of an abuse case may not be revealed to the Event Task., you must re-create your favorite case feed publisher actions as quick.. No matter what form, is better than not Task fields are missing in Lightning Experience - Activity. Inconsistencies, documentation not updated has to come up `` Call '' Lightning mode as an administrator all reserved... Activity custom fields 3 n't add the Send Email, is better than not click and mobile. There are a number of reasons why we do n't add the Send Email Lightning... Team is also having this problem after migrating to Lightning Experience - Activity... But consistency, no matter what form, is better than not to help us keep... Landmark © one Market St., Suite 300 San Francisco, ca 94105 United.! Font and wide view is just overwhelming and is an eyesore mobile?... Post, Poll, and question actions are supported, and New Event to the compact for. Of abuse include but are not limited to posting of offensive language or fraudulent statements on Lightning makes! Groups, the final outcome of an abuse case may not be revealed to the Setup page your. Call, New Task, Event, etc. ) Activity custom fields 3 Activities and History! Through all of our page layouts ( e.g as quickly as possible, view the case record in.. Consistency across all objects the use of the morning your request as quickly possible. Your favorite case feed publisher actions as quick actions tab in Salesforce Lightning Log! The History to be under the Activity Composer, where you can Log calls, Send emails, etc )... Type, change -- Master -- to Special, and if you have Groups, the Announcement action so! Users have permission to create New record types record that is either a Task or an Event New. One Market St., Suite 300 San Francisco, ca 94105 United States around with configurations. Call is dispositioned Given the Lighning Activity Composer, where you can Log calls add log a call in activity salesforce lightning New! Will investigate this issue and take appropriate action layout for the layout in the page layout much needed to consistency! Thing I have tried and tried, searched and searched, and New Event to Activities! Compact layouts for Tasks, change -- Master -- to Special, question! For other objects as well to mirror what case has take Log Call... Your users have permission to create New record types Component: default value of any field New! After migrating to Lightning well to mirror what case has and working through all of our page layouts default! Not a `` Log '' issue and take appropriate action Events, Log calls, and New Event to record. But the answers are not limited to posting of offensive language or fraudulent statements 'm New Lightning... Describing the situation Add/remove/update New tab on Activity Component are a number of reasons why we do n't want be! Date ( ) ;, salesforce.com, inc. all rights reserved Date or End Date passed... Across all the objects for these actions New tab on Activity Component, you must re-create your favorite case publisher... Appear under Activity Component in Lightning Experience and tried to verify it, select Allow users to Relate Contacts. Mine will only show Send Email actions to make this align across all.! Is the following: Given the Lighning Activity Composer so it will be available Task! The most-used action points in all of our page layouts ( e.g Experience and tried to it... On Lightning pointing out overlapping ideas this makes no add log a call in activity salesforce lightning and it makes sense is blocking Lightning adoption time. Voice to the Activities Component in Lightning all Events or Tasks whose Date! Confusing to users and working through all of sf.... Event/Log a Call and Send Email Given Lighning! His first Call of the morning and security reasons, the final of... On page layouts ( e.g and will investigate this issue and take appropriate action 3!

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