When an agent answers a call, a record of the call is automatically created within Salesforce. This enables agents to keep detailed activity and follow-up notes within the Salesforce CRM. 

To view the activity log:

  1. Using your web browser, go to your LiveVox agent login page. For example, https://acd.na4.livevox.com/company/AgentLogin.
  2. Enter your username and password, and then click NEXT.
    The Select Service drop-down appears.
  3. Select your service and ensure that the Call using computer checkbox is selected.

  4. Click SIGN IN.

    You can minimize your browser window, but do not close it. Instead of using a web browser, you can also use Agent Desktop Native or dial the Agent Call-In number from a soft or a hard phone. For Agent Call-In, see the Call-In Instructions section in Accessing the Agent Desktop.

  5. Log in to Salesforce.
  6. After completing a call and before submitting a termination code, open the relevant Salesforce record for the call. For example, a contact, lead, case, or other standard or custom Salesforce object used by your organization.

  7. Within the Activity widget, click the Log a Call tab.



    Salesforce admin can customize the Log a Call page layout.

  8. Click the ADD button.
  9. Enter your comments for the call.
  10. Select any related records, such as the contact and case.
  11. From the Call drop-down, select the first record that appears in the drop-down list.
  12. Click SAVE.