Salesforce: Add a "Do Not Log" button

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  • Updated 2 years ago
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The user documentation for the new Salesforce App indicates there's a "Do Not Log" button, but I cannot find it for the life of me in the actual app.

Please add the "Do Not Log" button and then the last call information should go away. 

Very frustrating when the documentation is incorrect. 

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Thomas Peng

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Posted 4 years ago

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Marco S. Casalaina, Alum

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That's true that the "Do Not Log" button has gone away because it's been replaced by inaction. Basically, if you do not set it to "auto-create call logs" then it will only create a call log in Salesforce if you specifically press Save Log; otherwise it does not make a call log (it will still show the previous call in the integration area though in case you decide after the call is over that you want to save a log of it).
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Thomas Peng

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The UI is a bit confusing on this.  Once you click the save button, there's no confirmation that it was saved.  It would be nice if it changed to "saved" or something to indicate it saved.  
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Marco S. Casalaina, Alum

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You're right though that if the docs still refer to that button then that's a doc bug and we'll get that fixed
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Thomas Peng

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Incorrect documentation can be really confusing.  We spent hours with your support to figure out if we had configured the tool wrong. 
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Charles Bertram

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If I still have a question about this - in the absence of a Do Not Log button we have two options: a) capture all calls, even personal and non-business calls or b) run the risk of reps not logging every call and therefore our Salesforce activity not being accurate.  It would seem to make sense that you would want to have users check the auto-log calls option but then on a case-by-case basis not log certain calls. Is this going to be re-addressed?
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Marco S. Casalaina, Alum

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Not at present, we've not heard much negative feedback on the log saving mechanism as it is now and I think adding another button would probably cause confusion. Certainly your reps can just delete the task once it's created, that's always an option.

One thing we will be looking at though is not auto-logging internal calls (i.e. extension-to-extension dials). Some customers have brought up that those just add noise to the system so we're planning to add an option to suppress those. Is that the type of call you'd rather have not logged? If that's the case then we'll be fixing it.