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The following information describes configuration required for Salesforce Lightning Experience users. If you, or your users, are using Salesforce Classic, see Configuring page layouts for adding and displaying call notes in Salesforce Classic. You might need to configure for both experiences if you have users in your org who can switch between them.

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width40%


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borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#4280FF
borderStylesolid
titleProgress
Child pages (Children Display)
rootConfiguring call logging in task records
pageConfiguring call logging in task records



To enable agents to add and view notes, perform the following tasks:

  • Register a custom domain for Salesforce to enable the LogACall and CallNotesViewer components. For information about registering a custom domain, see Salesforce help. Make sure you deploy to users when you receive confirmation from Salesforce that your domain is registered.
  • Add the

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Configuring call logging in task records

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borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#FF8053
borderStylesolid
titleIn this section

Child pages (Children Display)
depth2

Column
width40%
Panel
borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#4280FF
borderStylesolid
titleProgress
Child pages (Children Display)
rootConfiguring call logging in task records
page