How to Log a Call Using Process Builder

Question

so I thought my use case was pretty simple - when creating a new record, if a box is checked and text entered into a text field then:

1. create a new contact record associated with thew newly created account

2. log a call on the newly created record

#1 works just great! #2 never seems to log the call, at least not that I can find, is there something i am missing?

HOW I did it:

1. Action Type > Quick Actions

2. Global Actions > Log a Call > LogACall(only other option is Create a Record)

3. By Default it displays Quick Action Field Values with Field Subject

Prashant Pandey · Accepted Answer

Hi Ken,

You dont have to create a gloabl action. You can just create a quick action.

see this link.

Ken Vermillion · Answer

hey it worked!!  Not sure why I didnt see that before but thank you.

Data Management