How to edit call under account in salesforce
0 likes19 views
This guide provides a step-by-step process for editing a call log under the account page in Salesforce. It includes instructions on accessing the app, selecting an account, editing the call log, and saving changes. The guide aims to assist users in managing their call logs effectively.
1 of 12
Download to read offline
How to edit call under account in salesforce
- 1. How to edit Call under account in Salesforce myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to edit call log under account Page 02
- 3. Step: 02 Click "App Launcher" Page 03
- 5. Step: 04 Click on "Accounts" Page 05
- 6. Step: 05 Select account from below list For this guide we selected "Test" Page 06
- 7. Step: 06 Select call log under Past Activities which you wish to edit Page 07
- 8. Step: 07 Click this to "Show more actions" Page 08
- 9. Step: 08 Click on "Edit" Page 09
- 10. Step: 09 Edit as per require Page 10
- 11. Step: 10 Click Save Page 11