how to create a call log report in salesforce

Create a User Call Activity Report in Salesforce.

• 1. C lick Reports > New Report.
• 2. Select Activities > Tasks and Events and then click Continue.
• 3. Click the Filters tab in the left hand menu.
• 4. Change the Show Me filter to All Activities and click Done.
• 5. Click the Date filter and select a date range to report on and click Apply.

Full Answer

How do you log a call in Salesforce mobile?

And here’s an awesome trick for your users that we demonstrate in our Salesforce Training for Mobile classes. After a meeting, the sales rep can go back to their car, login to Salesforce from the phone, and from the Opportunity, select Log a Call.

How to create a Salesforce report?

1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items

How do sales reps log calls in Salesforce from their car?

After a meeting, the sales rep can go back to their car, login to Salesforce from the phone, and from the Opportunity, select Log a Call. Then they should use the voice to text feature of the phone and talk their call notes into the Comments section. Then that’s it. They’re done.

What is log a call?

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”.

What does "log a call" mean in Salesforce?

Why don't salespeople log activities?

What does "log a call" mean?

Can you send emails from Salesforce?

Is Salesforce email capturing important?

What is a call report in Salesforce?

The My Calls Today report gives you information about the calls that you initiated or received during the past day, including associated records and the result of each call.

How do I view call logs in Salesforce?

You can view these call logs in the Activity History related list of any Salesforce record that is associated with the call or by running a report.

How do I create a log call in Salesforce lightning?

Lightning Experience by dragging the "Log a Call" action from the "Mobile & Lightning Experience" section of the page layout editor's palette to the "Salesforce Mobile and Lightning Experience Actions" section of the page.

How do I create a report in Salesforce CRM?

0:253:49How to Build a Report in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click new report then choose report type be sure to choose the right report type because itMoreAnd click new report then choose report type be sure to choose the right report type because it determines which records your report returns like accounts or opportunities.

How do I create a call list in Salesforce?

How do I create a list in Salesforce for Campaigns? [Gmail]Log into your Salesforce account.Select the Contacts or Leads tab.Use the View drop-down menu to select a list.Click “Go” to see the contact list and fields for the selected view.

What object is log a call in Salesforce?

It is a record of a Task object.

How do I mass log a call in Salesforce?

1:564:54Salesforce: Log a call or task on Multiple Contacts v - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst of all you need your system administrator to do something. He or she will need to go into. TheMoreFirst of all you need your system administrator to do something. He or she will need to go into. The activities sections area and tick something here called allow users to relate.

How do I record a call in Salesforce?

Navigate to the Voice Call record page, click the gear icon, and click Edit Page to open it in the Lightning App Builder.From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder.Click New.Click Record Page, then click Next.For Object , select Voice Call, then click Next.More items...

How do you log a call?

0:014:03Salesforce Lightning 101.2 Log a Call - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can see even if we're in details. This is still here. So we want to do is to go to activityMoreAnd you can see even if we're in details. This is still here. So we want to do is to go to activity log a call. And that creates this panel.

How do I create a custom report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

How do I create a summary report in Salesforce?

How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.

What are different types of reports in Salesforce?

Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

Difference between Activities and Tasks - Salesforce Developer Community

Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities".

Activity Report on Call Log and Email - Salesforce Developer Community

Hi, I am creating a report on Activity. It will show all the Call Log in given time period and all the Email as well. Now i want to separete both of them.

Types of Salesforce Reports

There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

How to Create a Salesforce Report

To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.

Report Charts

While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.

Salesforce Report Features

While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:

Scheduling a Salesforce Report

In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.

Salesforce Custom Report Types

In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.

Create Your First Report!

Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:

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.

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.

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.

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.

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.

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.

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.

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.