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To add notes and link the call to a record, you must have the related Salesforce record open. Depending on your configuration, Salesforce may have popped a record relating to the current call for you. Alternatively you can open any Salesforce record to which you want to relate the call.
Stale Log a Call data
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Sometimes, the Log a Call area does not update its data automatically when you receive a new call. In this situation data is considered to be stale and the behavior of the Log a Call area may change slightly. If data is stale, the following things may happen:
When you click to save your notes, if data is stale, a message may appear. For information on what to do if the message appears, see Saving notes with stale data within Saving your changes. |
Adding notes
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Type your notes in the Notes or Call Notes field. Depending on the configuration of ContactWorld in Salesforce, an additional field or fields might appear below or alongside the Notes field. Provide information in these fields as appropriate. |
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When you are finished click Save.
When you click Save, the button is temporarily disabled and is re-enabled when your changes have been saved. Additionally, depending on your configuration, your changes might appear in the Chatter feed within the Salesforce object.
When you click Save, the button is disabled and the notes and the additional fields area is collapsed. To show it again click Expand. Additionally, depending on your configuration, your changes might appear in the Chatter feed within the Salesforce object. For information how to configure collapsing notes see Configuring collapsing of the Log a Call area. At the end of the call the details appear in the Call Notes section of the task record. You can access task records in the Activity History (in Salesforce Classic) or Past Activity (in Salesforce Lightning Experience) of the Salesforce object to which the task relates or by using a report. Saving notes with stale dataDepending on the configuration of your account, when you click Save, the following message may appear: Click Save Anyway or Reload:
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