Log a Call as a Call, not a Task

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When using the RingCentral Salesforce extension/app and saving a log, the log records as a task, not a call. When you log a call via the RC extension in SF, it should save the same way a call does when using the "Log a Call" global action. The only solution I was given was to, instead, change the subject combo to "Call." That just adds the word "Call" to the task; it doesn't change the fact that it's still logged as a Task, and not a Call.
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Dan Gualtieri

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Posted 3 months ago

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Michael Caney

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yes. this is pretty terrible as it clutters up the actual task section
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A G

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This reply was created from a merged topic originally titled Logging a call in salesforce is shown as "task" not "log a call".

When using the RingCentral Salesforce extension/app and saving a log, the log records as a task, not a call. When you log a call via the RC extension in SF, it should save the same way a call does when using the "Log a Call" global action.

This is really frustrating as it essentially makes the RC salesforce integration useless. On our feed I can't easily see whats a call and what is a task that's completed, if i leave a voicemail for instance it shouldn't show it as a task, nor should the icon be a task list (see below)



I could easily change this to the correct global action if the RC package wasn't managed (see image below)


Can someone please help with this? If I can't resolve I will look for another package for our 12 users as I need to have more accurate tracking of our calls.
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Saadet - Community Support, Official Rep

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Hey everyone! There is currently a beta going on for this and the feature is scheduled to be implemented towards the end of Q4