How to log calls in Salesforce
This guide provides step-by-step instructions on how to log calls in Salesforce. It explains how to navigate to the relevant page, select the contact, log the call, and save the details. By following this guide, users will be able to efficiently track and document their call activities in Salesforce.
Amber Kahr
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5 steps
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13 seconds
Salesforce
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If you have an integrated dialer app your calls will be logged automatically for you.
1
Click "Contacts"
2
Open the contact you want to manually log a call for.
3
Click "Log a Call"
4
Click the "Comments" field.
5
Click "Save"
