video1.0<iframe src="https://www.loom.com/embed/0fa96efb1f1642629bebbd800e6bd4d3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0fa96efb1f1642629bebbd800e6bd4d3-3c26c581db8c49e2.gif737.237This Loom explains how to log a client call in Salesforce to create an indisputable record for code of conduct and tracking. It advises logging from the Account record when there has been no sale yet, and logging from the Opportunity record once a sale is already beyond or underway. In the Activity tab, users click the Log a call button and write a specific subject using who, what, when, where, why, and how, including notes such as LVM for a voicemail and references to email or text when applicable. It also emphasizes specifying exactly what you intended to discuss, using details in the comments box (for example, “see details”), and saving the entry.