question

robins2946 avatar image
robins2946 asked ·

SalesForce Call Log - Task Field Validation

We just implemented the RingCentral for SalesForce add-in.  Prior to this, sales reps were creating call logs manually which inserts Task records.  However, we have certain fields marked as required, such as Call Disposition, and even further, if a rep selects a disposition of "Answered" or "Completed", it then requires additional fields be completed. 

How can I use the RingCentral add-in given our Task validation constraints?  Can more fields from the Task object be added to the RingCentral addin?  Or, am I going to be forced to remove my validations?

Thanks
aaa
1 |1000 characters needed characters left characters exceeded

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

jitender-kumar avatar image
jitender-kumar answered ·
Hello Robins, 
You can configure which fields should appear in call log in RingCentral app by navigating to the configuration page  https://ringcentral.na30.visual.force.com/apex/adminUI.  Replace na30 with your own Salesforce POD. 

I do not see the disposition to be a required field. You can also remove the default text in subject field. Are there any customization you have on Subject field in Task object in Salesforce ? 


1 |1000 characters needed characters left characters exceeded

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

robins2946 avatar image
robins2946 answered ·
Thanks.  When you say "Appear in the call log" do you mean that they can be made available to the user on screen in the RingCentral app for picklist and text entry?
1 |1000 characters needed characters left characters exceeded

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

jitender-kumar avatar image
jitender-kumar answered ·
Exactly
1 |1000 characters needed characters left characters exceeded

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

robins2946 avatar image
robins2946 answered ·
Great, thanks!  I'll check it out.
1 |1000 characters needed characters left characters exceeded

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

Write an Answer

Hint: Notify or tag a user in this post by typing @username.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.