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Tammy Luckett 3
Salesforce1 Update - our log a call picklist has disappeared
The Log a Call picklist is vital to how our salespeople are measured. With the latest updates to SF1, that feature has disappeared. How do we get it back?
Take a look at this Salesforce Help & Training article:
https://help.salesforce.com/apex/HTViewSolution?urlname=How-to-use-a-preset-Subject-field-for-Events-and-Tasks-in-Salesforce1&language=en_US
This provides a pretty solid workaround that I have used before. This workaround requires a new custom picklist to be created and then a workflow rule is used to update the standard Subject field after the record is saved. Keep in mind if you use this workaround that any custom triggers/code that rely on the standard Subject field will need to be modified since this will likely run before the workflow rule.
All Answers
This seems regarding the action : log a call on your setup..did you check this on the browser version of S1? please go to na1.salesforce.com/one/one.aoo and login and check if similar issue is happening. Please share a screenshot as to where you are checking the same..
We do have the log a call option available to us, unfortunately the picklist that is associated with Log a Call has disappeared.
Our subject line is a picklist, but since the update, that isn't an option. How would we get that back?
Take a look at this Salesforce Help & Training article:
https://help.salesforce.com/apex/HTViewSolution?urlname=How-to-use-a-preset-Subject-field-for-Events-and-Tasks-in-Salesforce1&language=en_US
This provides a pretty solid workaround that I have used before. This workaround requires a new custom picklist to be created and then a workflow rule is used to update the standard Subject field after the record is saved. Keep in mind if you use this workaround that any custom triggers/code that rely on the standard Subject field will need to be modified since this will likely run before the workflow rule.