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If enabled for your account, or if you are using Salesforce Lightning Experience, you can use the Name and Related To fields to link the call to multiple records.

The first record must be a contact or lead. The second record can be any standard record, such as an account or opportunity, or custom object record for which you track activities.

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Salesforce Classic

Relating a call to multiple records


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Salesforce Lightning Experience

Relating a call to multiple records (Lightning)


The Name section consists of two parts. The first part is a list of object types, usually just Lead and Contact. The second part is a Salesforce Standard Lookup field. This field contains the name of the lead or contact already related to the call, if available. If the call isn't related to a lead or contact, or if you want to relate the call to different lead or contact, use the lookup field to search for a specific record of the chosen object type. For information about using the lookup field, see Salesforce help.

The Related To section also has two parts. Again, the first part is a list of object types. The list contains all standard and custom (for which you track activities) objects that you have access to. The second part is a Salesforce Standard Lookup field. This field contains the name of any record (other than a lead or contact) already related to the call, if available. If the call isn't related to a record (other than a lead or contact), or if you want to relate the call to a different record, use the lookup field to search for a specific record of the chosen object type. For information about using the lookup field, see Salesforce help.

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When using Lightning Experience you can also create a new record from the lookup field and link the record to the call automatically. However, if you have overridden the standard new record action, you need to manually link to the record after creation.


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If you only have access to one object type in either of the lists, the list part does not appear. The lookup field is still available, but searches only the records of the object type that you have access to.


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 Relating a call to multiple records (no leads)


If you open a record not related to the call during the call, a button appears under the Name and Related To fields. Click the Link call to name button to relate the call to the current record. The Name field or the Related To field is updated according to the object type of the record.

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Salesforce Classic

Relating a call to multiple records (no links)


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Salesforce Lightning Experience

Relating a call to multiple records (no links) (Lightning)

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The Link call to name button in Lightning Experience only supports lead, contact, account, case, product and opportunity object types.



If you want to remove the relationship between the current call and either or both of the related records, delete the value or values in the Name and Related To fields.

If not enabled for your account, and if you are using Salesforce Classic, you can only link the call to one related record. By default the call is linked to the record that Salesforce pops.

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