question

Michael Ford avatar image
Michael Ford asked ·

Can I setup automatic task creation in Salesforce from calls made/received through RingCentral?

Contacted Salesforce as calls through RingCentral was not automatically creating tasks in Salesforce, however, was told to contact RingCentral.

This was working prior to this week and the workflow is pretty simple. A phone call is made (or received) and a task in Salesforce is automatically generated for any user to claim.

call logsalesforcesalesforce integration
2 comments
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.

Hello @Michael Ford, apologies! I would highly suggest opening a case HERE, and our integration team will contact you as soon as possible. Thank you for your patience in this matter.

1 Like 1 ·
Ashley Nudd avatar image Ashley Nudd jenn-community-moderator ♦ ·

@Jenn-Community_Moderator was this reconciled? I have the same ask from a client, automatic task creation, but do not see the option to do so from the admin_UI within the Salesforce integration.

0 Likes 0 ·

0 Answers

· Write an Answer

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.

Customer Spaces

Work together.
From anywhere.

Team messaging, video meetings
and phone - all in one app.


Get the new RingCentral app