-
Book Overview & Buying
-
Table Of Contents
-
Feedback & Rating
Salesforce CRM Admin Cookbook
By :
There is a standard Salesforce Log A Call button that allows users to log a call from an account details page which is accessed from the Activity History related list.
However, finding and then using this button can be difficult and is not immediately obvious for less experienced users of Salesforce CRM. This requires navigation to the following screen:

This recipe not only allows the option to "log a call" directly from the account details page, but it also allows you to set prepopulated fields on the call task information. In addition, it allows the removal of the follow-up task section (as shown in the following screenshot) which is often considered unnecessary by users:

Using the following steps, we are going to simplify the Log A Call feature with "URL hacking" from a custom button on the account page and improve the user experience:
Navigate to the home page components setup page by going to Your...
Change the font size
Change margin width
Change background colour