Can I log call activity to a custom object in Salesforce?

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I have a number of custom object in our Salesforce org. Is it possible to save the call activity on one of these custom objects? Additionally, is it possible to do a lookup within the RingCentral app? For example, an inbound call comes in and it find the associated Account. Then, is it possible to create a lookup field where it finds any child objects under that Account (e.g., Cases or Opportunities) and then associate the call with the child object?
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Derek Martin

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Posted 1 year ago

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Jitender Kumar, Director Application Development

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Hello Derek, 
  • Yes it is possible to attach an activity to custom object. It will be available under the second drop down in the app. 
  • Yes it is possible to lookup custom object provided you have a phone field on the custom object. You will have to edit Salesforce Softphone layout to add your custom object in the look up
  • You can not do hierarchical search as you pointed out but you can add all child objects in Softphone layout as mentioned about and you can open that object directly. 
Refer to page #7 for Softphone Layout changes in Admin Guide