When you have installed ContactWorld into Salesforce and linked your ContactWorld account with Salesforce, in most circumstances, ContactWorld automatically creates a task record in Salesforce for every interaction handled by an agent. For information about tasks, see Call logging in task records.
Task records provide an audit trail for each inbound or outbound call. You can locate tasks in the following places:
- In the Activity History (Salesforce Classic) or Past Activity (Salesforce Lightning Experience) sections in Contact, Leads, Accounts, Opportunities, and so on, as configured for your org.
- In call center reports that use task records to show agent and team activity. For information about creating reports, see Running Salesforce call center reports.
- In the Tasks tab (available in apps in Salesforce Lightning Experience).
- In an Activities tab (in Salesforce Classic) that displays all task records.
- 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
To create an Activities tab that displays all task records, perform the following tasks:
- Create a Visualforce page that displays Activities:
- Go to Visualforce Pages within Setup in Salesforce.
At the top of the list of Visualforce pages, click New.
A new Visualforce Page appears.
Type the following information.
Field Description Example Label A label that identifies the page in Setup tools. Activities Name The unique name that identifies the page in the API. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page. Activities Description An optional description of the page. A page that displays Activities on the Activities tab 
In the Visual Markup section, paste the following code:
<apex:page >
<apex:enhancedList type="Activity" height="600" />
</apex:page>- Click Save. The page is saved.
- Create a custom tab that uses the Visualforce page:
- Go to Tabs within Setup in Salesforce.
- In the Visualforce Tabs section click New. Step 1. Enter the Details appears.
Provide the following information:
Field Description Visualforce Page The Visualforce page to display in the tab. Select Activities [Activities]. Tab Label The text that appears in the tab label. Type the tab label text.
For example, Activities.Tab Name A unique name for the tab automatically generated when you type in the Tab Label field. Tab Style The color and image that the tab uses. Click Next. Step 2. Add to Profiles appears.
- Choose the user profiles for which the new tab is available. Click Next. Step 3. Add to Custom Apps appears.
- Choose the custom apps for which the new custom tab is available. Click Save. Your new tab is saved and appears in the list of Visualforce Tabs on Custom Tabs.
The Activities tab now appears for all configured profiles and apps.
