To schedule a callback from the Contact or Lead record, click New Callback. The callback dialog appears. Provide information in the following fields: - Due date Set the date and time for the callback.
- Comment Optionally add a comment that is included in the callback task record.
When you've filled in these fields, click Create. A new callback is scheduled, and a callback task record is created. The record is a placeholder for the call you will later make.
After you have scheduled the callback, depending on your configuration, a new entry might appear in the Contact or Lead object's Chatter feed with a link to the callback task record.
You can also view pending callbacks in the Open Activities section of the Contact or Lead object's record.
Depending on your settings in Salesforce, a reminder for this scheduled callback appears in a popup window. For information about reminder settings, see Salesforce help. Info |
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title | Enable popups in browser |
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| You must allow your browser to display popup windows from Salesforce; otherwise, your reminder does not appear. |
When the reminder appears, you can make the callback.
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