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We would like to add additional fields to the Add a Call functionality in Salesforce Maps. I found knowledge article 000354517 (https://help.salesforce.com/articleView?id=000354517&language=en_US&mode=1&type=1) and followed the steps for creating a task field set in Salesforce and configuring the advanced settings in Maps. The Log a Call screen did not change. Are there additional steps not listed in the knowledge article that need to be completed for the additional fields to be displayed and available for data entry in Maps?  Steps to log a call in Maps: Select a point on the layer. Click Chatter. Click More. Click Log a Call.

답변 3개
  1. 2021년 7월 19일 오후 4:02

    I opened a case with support since we have a tight deadline to get this issue resolved. The resolution was to Log a Call from a different place in Maps. We were clicking on a map marker, then clicking Chatter > More > Log a Call. Maps is a Classic app, so the Chatter surfaced in Maps in Classic, not Lightning. In order to use the custom field set, one has to click on a map mark, then Actions > Log a Call under the ACTIVITIES section.

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