How do I log a call in Salesforce?
Step 1: Log into Salesforce.com. From the main page select the Lead or Contact that you want to log a call for Step 2: Let's say we want to log a call you had with Mary Rider. On her contact card, select Activities History
How do I customize my 8x8 Salesforce integration call logs?
Customizing your 8x8 Salesforce integration v2.8 call logs requires a few primary steps, in the following order: Verify that the following pre-requisites are met, and then continue with the configuration. Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages.
How to set up call centers in Salesforce Lightning mode?
Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages. Verify that the installed 8x8 Virtual Office for Salesforce package is version 2.8. Then from Setup again, search for and click on Call Centers.
How do I set up call log custom field mapping?
In the Other Options > Call Log Custom Fields Enabled field, enter true in lower case. Scroll down to Call Log Custom Field Mapping. Change the value in each field (except Call Recording URL) to match to the new custom fields you created. Note: At this time do not alter the Call Recording URL field.
How do I document a call in Salesforce?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
How do I add an email to the Activity tab in Salesforce?
Click on Edit for Global Layout. Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout. Click Save.
How do I create a report on log a call in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
How do I add a email tab in Lightning record page?
First Open the Record under which object you want to add the Email Tab. Then Click on the Gear Icon. Select Edit Page. Now Click on the Activity Tab as Displayed on the Page.
How do I change the call log in Salesforce?
Click "Mobile & Lightning Actions" at the top panel then drag the "Log an Activity" action to the "Salesforce Mobile and Lightning Experience Actions" section, also remove the "Log a Call" action if exist. Click the Save button when done.
How do I add an email tab?
Add or remove category tabsOn your computer, open Gmail.At the top right, click Settings. See all settings.Click the Inbox tab.In the "Inbox type" section, select Default. ... In the "Categories" section, check the boxes of tabs you want to show. ... Scroll to the bottom, then click Save Changes.
How do I change the log a call layout?
Click the Layout link against Log a Call. Edit the Layout. You can see the custom field created here. Drag the field to the desired location.
How do you write a sales force report?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
How do I report an activity in Salesforce?
Report on Activities Related to Other RecordsClick the Reports tab.Click New Report.In the Activities section, select a report type such as Activities with Accounts.Click Continue (Lightning Experience) or Create (Salesforce Classic).From the Fields list, drag and drop at least 1 Contact field onto the report.More items...
How do I enable Email in activity timeline in Salesforce?
Set access level to 'All email' in LightningClick the gear icon.Click Setup.In the Quick Find box, enter Deliverability.Select All email for access level under 'Access to Send Email (All Email Services.)'
How do I add a tab to a record page in Salesforce?
In Salesforce, navigate to a Contact record and at top right click the Settings cog icon and choose Edit Page. Click the white space in the area where you want the new tab to be placed. At right, details about that section are displayed. Click the Add Tab button.
How do I add a lead tab in Salesforce?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
Log A Call in Salesforce Classic
Step 1: Log into Salesforce.com. From the main page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce Lightning
Step 1: Log into Salesforce.com Lightning Experience. From the Home page select the Lead or Contact that you want to log a call for
Log A Call in Salesforce1 Mobile App
Using the Salesforce1 app, you can manually log calls in Salesforce from your mobile devices as well. This is a nice feature, but it still requires reps to want to log a call in Salesforce and then take the time to do so.
What does "log a call" mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What does "log a call" mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Why don't salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
Overview
These instructions will guide Salesforce administrators through implementing customized call logs for the 8x8 Work for Salesforce integration, from Salesforce Lightning mode. The changes will apply to all created Tasks regardless of which Salesforce mode being used.
Verify Pre-Requisites for Customizing Call Logs
Verify that the following pre-requisites are met, and then continue with the configuration.
Add New Custom Activity Fields
The next step is to create custom Activity fields that will apply specific call data to your Salesforce user call records.
Edit the Task Layout
The 8x8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned.
Edit the Call Center Call Log Custom Field Mapping
The final step in this process is to enable and configure custom call logging in the 8x8 call center.
Final step for your Salesforce users to perform
If users were logged in to the 8x8 communication panel during your configuration process, they should log out and then back in.
