Salesforce
Salesforce is an enterprise CRM for sales, marketing, and customer success teams.
Website
Industry
CRM
Share this article:

How to log a call in Salesforce

Here is how to log a call in salesforce

  1. First click on the "Leads" tab in the top navigation menu
  2. Then click on the lead whose call you want to log
  3. Next click on the "Call" button in the top-right action panel
  4. After editing click the "Save" button in the bottom-right corner of the call dialog window

Create your own interactive guide with Guideflow

Why should you log a call in Salesforce

Salesforce, a powerhouse for customer relationship management, helps businesses streamline platforms for enhanced productivity.

Logging a call in Salesforce involves documenting interactions with clients, ensuring every detail is captured for future reference.

This feature provides a seamless way to maintain a historical record, facilitating better customer relationships by ensuring your team is always informed.

Ultimately, utilizing this feature enhances decision-making and drives consistent customer engagement.

Last update
February 24, 2026
Cursor MariaA cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.