Wow - I've been trying to figure out how to do this ALL day. Great video - I was able to add my activity log as I watched. Incredibly helpful!. Thanks!
Great video Mac! This might be one of the most useful videos I have come across that can actually provide some really good value using SF. Thanks for sharing! Do you have a video that goes over how to report on these new activities by chance?
This video is incredibly helpful! I am still running into a small issue though - as an admin, I can see the 'Log A Call' activity but unfortunately the rest of my Sales team cannot. We are on the same Sales App and page layout. Any ideas as to why they can't see it?
Mac, this was a great video - for some reason my Result and Channel are showing Sample Text not Sample Result and Sample Channel - so this is not showing up under Contacts, Leads, Accounts and Opportunities - not sure where I went wrong - watched and did everything exactly the way you did!
Super helpful. Would you recommend still keeping the standard "log a call" next to the new "log activity". Is that even something that can be removed- it seems redundant now.
This is exactly what I needed, but our company doesn't have the licence to make custom fields... is there a workaround to catagorise calles whether they connected or not?
I followed all the steps as you showed- created under activities customized fields that are saved under events. When I go to the events layout I can see them there, but when I go to global actions I can not see them there. Where can be the problem?
Hi Mac, awesome tutorial video but do you know if this is possible in SF classic? I haven't converted us to lightning yet, I've added the "log activity" field to both "SF Mobile & Lightning Experience Actions" AND "Quick Actions in SF Classic Publisher" but unfortunately the button isn't showing. Any ideas?
How does the "related to" field work vs having this Call Logging global action sidebar show up on the object's page. That is, you showed it on a Contact Layout page, and could also set the "related to" field to another object. Can this be set up on the layouts of other objects? (Account, Lead, Custom Objects)?
@Mac - i am using a lightning page for my accounts and I do not get the log a call, new task button in the activity pane as you have it what am i doing wrong
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As someone who was suddenly converted to Salesforce Lightening, this video was incredibly helpful to add buttons for logging activity. Thank you!
So awesome. Thank you for taking the time to make this video. You rock!
Wow - I've been trying to figure out how to do this ALL day. Great video - I was able to add my activity log as I watched. Incredibly helpful!. Thanks!
Excellent and informative 'how to' video. Thank you
Awesome thanks very much. This has been bugging me for ages.
Actually this is really great. Superb explanation 👌
Very informative video! Saved me quite a bit of custom dev work today, thank you!
This video was really helpful, thanks for sharing.
Thanks. This is exactly what I needed.
Vey helpful video. Thanks!
Great video Mac! This might be one of the most useful videos I have come across that can actually provide some really good value using SF. Thanks for sharing! Do you have a video that goes over how to report on these new activities by chance?
Great Video!!
This video is incredibly helpful! I am still running into a small issue though - as an admin, I can see the 'Log A Call' activity but unfortunately the rest of my Sales team cannot. We are on the same Sales App and page layout. Any ideas as to why they can't see it?
Mac, this was a great video - for some reason my Result and Channel are showing Sample Text not Sample Result and Sample Channel - so this is not showing up under Contacts, Leads, Accounts and Opportunities - not sure where I went wrong - watched and did everything exactly the way you did!
Thanks, very helpful!
Super helpful. Would you recommend still keeping the standard "log a call" next to the new "log activity". Is that even something that can be removed- it seems redundant now.
This is exactly what I needed, but our company doesn't have the licence to make custom fields... is there a workaround to catagorise calles whether they connected or not?
Thank you sir.
Nice one! Question please, how could specify a different default value for fields like "Status"?
How can I change the default subject to something else? I don't want it to be "call"
Is there a way to add a new "subject" in Log a Call?
I followed all the steps as you showed- created under activities customized fields that are saved under events. When I go to the events layout I can see them there, but when I go to global actions I can not see them there. Where can be the problem?
Great video, how can add a field to insert a file as well?
Hi Mac, awesome tutorial video but do you know if this is possible in SF classic? I haven't converted us to lightning yet, I've added the "log activity" field to both "SF Mobile & Lightning Experience Actions" AND "Quick Actions in SF Classic Publisher" but unfortunately the button isn't showing. Any ideas?
How does the "related to" field work vs having this Call Logging global action sidebar show up on the object's page. That is, you showed it on a Contact Layout page, and could also set the "related to" field to another object. Can this be set up on the layouts of other objects? (Account, Lead, Custom Objects)?
Hey, how can i create i list with all latest logged calles?
Hi Mac, one of my picklist items is showing up in classic but not in lightning, Any thoughts?
How can this show up in Lightning for Outlook?
Hey mac, do you do consulting? I have some things I would like to run by you. How can we connect?
@Mac - i am using a lightning page for my accounts and I do not get the log a call, new task button in the activity pane as you have it
what am i doing wrong
I have the same issue - did you ever find a resolution?