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.
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 ContactWorld LogACall Lightning Component to the page layout of appropriate Salesforce objects to ensure that agents can add call notes during a call. For information about adding the component, see Adding the LogACall Lightning component to a page layout.
- Disable Lightning LockerService to enable the LogACall Lightning component to respond to ContactPad events. For information about disabling the Lightning LockerService, see Deactivating the Lightning LockerService.
- Add the ContactWorld CallNotesViewer Lightning Component to the page layout of Salesforce tasks to ensure that agents can view call notes after the call. For information about adding the component, see Adding the CallNotesViewer Lightning component to the task page layout.
- Customize the Log a Call area (optional). For information about customizing this area, see Customizing the Log a Call area.
In this section
Progress
- Configuring page layouts for adding and displaying call notes in Salesforce Classic
- Configuring a Log a Call console component for adding and displaying call notes in Salesforce Classic
- Saving Log a Call notes in task records
- Customizing the Log a Call area
- Hiding fields for relating calls to objects
- Enabling an agent to relate a call to multiple records
- Restricting which object types agents can relate calls to
- Populating the Due Date field on task records
- Setting Log a Call to automatically link the call to the record in focus