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Salesforce CRM Admin Cookbook by Paul Goodey

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Creating a custom Log A Call button from accounts with prepopulated fields

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:

Creating a custom Log A Call button from accounts with prepopulated fields

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 ...

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