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Salesforce: Log a call against Opportunity and not Contact/Lead/Account

Tags: salesforce

Mar 5, 2020 at 3:23am • 1 replies • 0 likes

adam-jacobi

Does anyone struggle logging their phone call against an opportunity?

The RC plugin only gives me the option for options for Lead, Contact & Account.

Opportunity is an option set up within the softphone center in Salesforce.

I see no way to search for Opportunity within the plugin.

1 Answer

Jenn-Community_Moderator answered on Mar 6, 2020 at 5:09am

Hi Adam!

We can establish that.

You might want to create a ticket so one of our Salesforce Integration representatives will help us out.

Click here to create a ticket.

Thanks!

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