While on a call and before working on another call, agents can relate the call to multiple Salesforce records. For more information, see Logging a call during the call.
To enable this feature, click the Link call to Name and Related object check box in custom settings. For information about the Link call to Name and Related object check box, see Configuring custom settings for optional NewVoiceMedia features in Salesforce.
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