Log calls
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
After you speak with a client, you can log the details using the Activity History section of the associated record.
To log a call
- In the Activity History section of a record, click Log a Call.
- Enter the following details about the call:
The required fields display a red indicator. These fields need to be complete before you can save the record.
Field Description Assigned To This displays your name by default. You can select a different owner if needed. Subject This is the subject of the call. Click List to select from a list of defined subjects. Enter a more descriptive subject if needed. Due Date This is the date the call was made. If you made the call on an earlier date, enter that date or click the field to select the date in the calendar. Name This is the name of the contact. The call displays in the Activity History section of the contact. Related To This is the record associated with the call. To associate the call with a different record, select the record type and then find the specific record. The call displays in the Activity History section of that record. Comments This is used to enter information about the call.