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Sabrent
Create an event from Log a call
I know there is an idea out there (https://trailblazer.salesforce.com/ideaView?id=08730000000BqkT) that is not implemented by salesforce.
However, can someone give ideas or suggestions as to how they would create 'New Event' from 'Log a call '.
Here my use case-
When our sales folks call a customer, based on that call we may need to set a follow up task OR create an event. We would like to save clicks. It would be nice to do it all in one place instead of first saving the 'log a call' and then clicking 'New Event' and then saving it.
However, can someone give ideas or suggestions as to how they would create 'New Event' from 'Log a call '.
Here my use case-
When our sales folks call a customer, based on that call we may need to set a follow up task OR create an event. We would like to save clicks. It would be nice to do it all in one place instead of first saving the 'log a call' and then clicking 'New Event' and then saving it.
Since there is already the Idea link shared this won't be available inbuilt. You need to build whole custom page as per your requirement.
https://www.simplysfdc.com/2018/08/salesforce-lightning-log-call-button.html
Thanks,
Vinay Kumar