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To add fields to the Log a Call area, perform the following tasks:
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Ensure that the standard task or custom activity fields are set up correctly. For information about fields, see Salesforce help. To see a list of available task record fields,
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see Task record fields.
Note Setting up the fields correctly includes: - Defining the field as required at the object level, if you want to ensure that a custom field is required in the Log a Call area. Defining the field as required in a page layout only affects the properties of the field in that page layout. For more information about required fields in Salesforce, see Salesforce help.
- Defining the Field-Level Security settings for the field or fields to enable the agents to view and edit the fields as appropriate. For information about setting Field-Level Security, see Salesforce help.
- Add up to six names (not field labels)
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- of standard fields or API names of custom fields, separated by commas with no spaces, to
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- the Log A Call Additional
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- Fields field in custom settings data. For information about editing custom settings, see Configuring custom settings for optional
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When you create a custom field, Salesforce gives the field a unique API name. Use the API name to include the field in the Log a Call area. For more information about API names, see Salesforce help. |
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