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How to customize the log a call button in Salesforce

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How to customize the log a call button in Salesforce

39,127 views October 26, 2018 14:42

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ChannelMac Allen

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Activities are core to managing relationships with clients. Naturally, businesses are going to want to categorize their activities so they can get feedback on what kinds of activities and how many of them are leading to desired business outcomes. This video will teach you how to set that up in Salesforce.

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Mac Allen published this 14:42 video tutorial on October 26, 2018. It has been watched 39,127 times on YouTube.

Channel: Mac Allen
Category: People & Blogs
Duration: 14:42
Published: October 26, 2018
Views: 39,127
Likes: 266

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Further reading

How To Create a Custom Log Call Button - Answers - Salesforce ... success.salesforce.com
Here is my dilemma. I thought that creating custom buttons under Global Actions for Log a Call, New Event and New Task and adding picklist fields (Type__c, SubType__c) to the Global Actions page layout would then allow…
Custom Button: Log a Call - Ideas - Salesforce Trailblazer ... trailblazer.salesforce.com
Not to the more complicated subject of "Custom Buttons": To build a custom button you will want to go to the following location: Setup>App Setup>Customize>Activities>Task Buttons and Links Once there you will see the op…
Can you edit the fields or customize the "Log a call" section ... trailblazers.salesforce.com
Hi Bogdan. I was able to create a custom Log a Call button. You will need to create a new button (List Button, Content Source: URL) that you can relate to either Accounts or Contacts. Then, you can customize it (outline…

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