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| Note |
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Before adding a Log a Call console component to a console app in Salesforce Class, such as the Service Cloud, you must have already added the appropriate app. If you are using a non-console app in Salesforce Classic, you can add the component to publisher actions configuring page layouts. For information about adding Log a Call to your non-console apps, see Configuring page layouts for adding and displaying call notes in Salesforce Classic. If you are using Salesforce Lightning Experience, to add call notes, see Configuring page layouts for adding and displaying call notes in Lightning Experience. |
When you use a console app you have an option to add and display call notes using console component instead of adding Log a Call to task page layouts. To do that you must first create a new custom console component, and then add the component to the app. Using this component, agents can add notes in console mode without need to use publisher actions.
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- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Console.
- Click Custom Console Components. Custom Console Components appears.
- Click New.
Enter the following information:
Field Description Value Name The unique name of the button. LogACall Button Name The name that appears on the button. Log a Call Button Width (Pixels) The width of the button. 100 Component The Visualforce page that defines the component. Visualforce Page: Log A Call Publisher Action Width (Pixels) The width of the component. 516 Height (Pixels) The height of the component. 326 Fixed Width Determines whether the width is fixed. Selected Fixed Height Determines whether the height is fixed. Selected - Click Save.
- On the left-hand side of the Salesforce window, in the Build section, expand Create.
- Click Apps. Apps appears.
- Locate the app you want to add LogACall component to and click Edit. The app appears in edit mode.
- Scroll down to Choose Console Components section. Click LogACall in the Available Items list, and click Add to move the component to Selected Items.
- Click Save.
Now when agents go to the console app in Salesforce Classic, your new Log a Call component appears in your chosen console app.