Log Call Reasons and Call Outcomes to Salesforce

If you’d like to log call outcomes and call reasons to Salesforce for reporting or visibility purposes, you can create a custom activity field for each. Each field must use a specific API Name (known as “Field Name” in Salesforce).

  • Call Outcomes Field Name: mktosales_call_outcome
  • Call Reasons Field Name: mktosales_call_reason

To utilize these fields, you’ll first need to create the field as a custom activity field. In order to make it visible to users, you’ll need to add it to the task object page layout.

Salesforce Classic

Create Custom Activity Field in Salesforce Classic

  1. In Salesforce, click Setup.

  2. Type “Activities” in the Quick Find box.

  3. Click Activity Custom Fields.

  4. Click New.

  5. Select the data type “Text” and click Next.

  6. Give the custom field the field name as defined above. Field length has a 255-character limit. Field Label will be the field visible to your sales team and can be customized to meet your team’s needs.

  7. The rest of the settings are optional. Once you’ve completed the configuration, click Next.

  8. Select the desired field-level security settings for this field and click Next (the image below is only an example).

    NOTE

    Make sure the custom field is visible to the profile your Sales Connect users use, along with anyhere else you’d like it visible.

  9. Select what page layouts you want the field added to and click Save (optionally, you can click Save & New and repeat the process for the Call Reason field).

Add Custom Activity Field to Task Page Layout In Salesforce Classic

NOTE

You’ll only have to follow these steps if you didn’t select your desired page layout in Step 9 above.

  1. In Salesforce, click Setup.

  2. Type “Task” in the Quick Find box.

  3. Click Task Page Layouts.

  4. Click Edit next to the task page layout you’d like to add this field to.

  5. Drag and drop the field to the desired section of the Task page layout.

  6. Click Save.

Salesforce Lightning

Create Custom Activity Field in Salesforce Lightning

  1. In Salesforce, click on the gear icon on the top right and select Setup.

  2. Click Object Manager.

  3. Type “Activity” in the Quick Find box.

  4. Click the Activity label.

  5. Click Fields & Relationships.

  6. Click New.

Add Custom Activity Field to Task Page Layout In Salesforce Lightning

  1. In Salesforce, click on the gear icon on the top right and select Setup.

  2. Click Object Manager.

  3. Type “Task” in the Quick Find box.

  4. Click the Task label.

  5. Click Page Layouts.

  6. Click pn the task page layout you’d like to add this field to.

  7. Drag and drop the field to the desired section of the Task page layout.

  8. Click Save.

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