If you're a rep that needs to make numerous calls on the hour (and subsequently a high volume of calls each day), you are probably hoping for an easier way to quickly log that activity into Salesforce and move on to the next task. With Scratchpad, you can log calls a couple of different ways and it only takes a view steps.
This article will show you a few different ways to log your calls:
Logging Calls via Command
Enable Scratchpad Command in your settings
While on the webpage of your choice (i.e. LinkedIn, Google, etc), press 'CMD + J' on your keyboard ('CTRL + J' if you're using a PC)
Select the "Create new activity" option from the dropdown menu
Use the "Log a call" tile to enter the necessary information pertaining to your call
If you need additional fields, pull them in through the gear icon in the top right-hand corner.
Logging Calls in Expanded View
While in the Expanded View of the desired record, click on the "Log a Call" tile.
To pin this tile at the top of your view, Click ALL, toggle open NEW ACTIVITY at the bottom, and click on the pin next to LOG A CALL.
Fill out the necessary tiles with the most important information.
If you need additional fields, pull them in through the gear icon in the top right-hand corner.
Hit "Create Activity" and you're done!
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