![]() ![]() By default the call is linked to the record that Salesforce pops. If not enabled for your account, or if you are using Salesforce Classic, you can only link the call to one related record. If you want to remove the relationship between the current call and either or both of the related records, delete the value or values in the Name and Related To fields. The Name field or the Related To field is updated according to the object type of the record. ![]() Click the Link call to name button to relate the call to the current record. If you open a record not related to the call during the call but of a configured object type that you have access to, a button appears under the Name and Related To fields. The lookup field is still available, but searches only the records of the object type that you have access to. If you have access to only one object type in either of the lists, the list part does not appear. However, if you have overridden the standard new record action, you need to manually link to the record after creation. When using Lightning Experience you can also create a new record from the lookup field and link the record to the call automatically. For information about using the lookup field, see Salesforce help. If the call isn't related to a record (other than a lead or contact), or if you want to relate the call to a different record, use the lookup field to search for a specific record of the chosen object type. This field contains the name of any record (other than a lead or contact) already related to the call, if available. The second part is a Salesforce Standard Lookup field. The list contains either all standard and custom (for which you track activities) object types that you have access to, or an allowed list of object types as configured by your administrator. ![]() Again, the first part is a list of object types. The Related To section also has two parts. If the call isn't related to a lead or contact, or if you want to relate the call to different lead or contact, use the lookup field to search for a specific record of the chosen object type. This field contains the name of the lead or contact already related to the call, if available. The first part is a list of object types, usually just Lead and Contact. ![]()
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