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Column width 50% Log a Call in a task page in Salesforce Classic (non-console apps) When you have the record open, to add notes, click Log a Call. Tip You must show your feed to use the Log a Call feature. Click Show Feed at the top left of the Salesforce object if you cannot see Log a Call. Log a Call in a console component in Salesforce Classic (console apps) When you have the record open, to add notes, click the Log a Call console component. Image Added Column width 50% Log A Call in Salesforce Lightning Experience When you have the record open, to add notes, click Log A Call.

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.

When you are finished click Save.

• If collapsing of the notes for Salesforce Classic is disabled for your account:

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.

• If collapsing of the notes for Salesforce Classic is enabled for your account:

When you click Save, the button is disabled and the notes and the additional fields area is collapsed. To show it again click Expand, or when a new call arrives, the Log a Call area automatically re-expands. 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.

Click Save Anyway or Reload:

• If you click Save Anyway, the latest call information (including Name and Related To values) is loaded from the database, and your notes and additional field data are saved for your latest call. The Log a Call area refreshes and the your notes and new linking information appear. You will want to use this option most of the time.

• If you clicks click Reload, you will lose your notes and disposition codes, and the latest call information is loaded from the database. If you have saved notes or disposition codes, or both, for your latest call on another tab, these appear. You should click Reload only if you are working in multiple tabs and your current tab is not reflecting the latest notes.