Using the Webex for Salesforce integration's Call History feature, you can see a complete log of recent as well as missed calls, log a single call or multiple calls at once, and return calls directly from call history entries.

If you don't have access to the Call History tab, you'll need to have your administrator enable it as described in Enable or disable call history.

A Webex Call History widget implementing the complete functionality documented here is also available from any Salesforce records page if enabled by your administrator.

Call history displays the most recent 7 days of calls, up to a maximum of 100.

Review recent and missed calls

To review your recent and missed calls:

1. Select the Webex utility component at the bottom of any page view and select the telephone handset icon to display your call history.
2. You can scroll through All calls or select the Missed calls tab to view calls you've missed.

   Missed calls are also displayed in the All calls tab in a red bold font.

3. Select a call entry to see further details including a list of incoming/outgoing calls to the contact.

Log a call

To log an individual call:

1. Select the Webex utility component at the bottom of any page view and select the telephone handset icon to display your call history.
2. Hover over the call log entry you're interested in, and select Log adjacent the entry.

   Call entries that have already been logged are denoted by a small folder icon adjacent the entry in the Call Log view.

3. Enter any details you like in the Call log entry and select Save.

   The caller is automatically matched with a Salesforce Contact or Lead if one exists.

4. You can view your logged calls by searching for Tasks in the Search apps and items search box or select the Task tab from your Sales App Navigation bar if you've added it there, and choose Webex Call Logs from the task type list.

   

Log multiple calls

To log multiple calls:

1. Select the Webex utility component at the bottom of any page view and select the telephone handset icon to display your call history.
2. Select Select, toggle the check boxes adjacent the calls you'd like to log, and select Log multiple calls.
3. The calls are logged and automatically matched to an existing Salesforce Contact or Lead if one exists.
4. You can view your logged calls by searching for Tasks in the Search apps and items search box or select the Task tab from your Sales App Navigation bar if you've added it there, and choose Webex Call Logs from the task type list.

   You'll also receive a Salesforce notification that you can select to view the log entries.

Return a call from history

To return a call from your call history:

1. Select the Webex utility component at the bottom of any page view and select the telephone handset icon to display your call history.
2. Hover over the contact you'd like to call and select the green telephone icon to place a call.