Set Up Call & SMS Logging Flow with JustCall Salesforce Integration

Overview

The JustCall Salesforce integration allows admins to customize how calls and messages are logged in Salesforce with configurable settings that apply across all team members.

Access: Go to Integrations Section and click the Configure button.

Available Settings

Three main configuration areas exist:

• General Settings — Control call and message logging behavior
• Workflow Settings — Enable/disable specific call and message types for logging
• Connected Numbers — Designate which JustCall numbers trigger Salesforce logging

General Settings in Detail

Allow JustCall to Create New Contacts/Leads

By default, JustCall creates a Lead for incoming calls and a Contact for outgoing calls when numbers don't exist in Salesforce. You can configure this to create Contacts/Leads for both directions or disable creation entirely.

Important Notes:

• Account creation is supported but requires enabling additional options first
• Disabling this option prevents both call logging and task creation for unknown numbers

Configure Task Association for Calls

A new task is generated by default for all calls and linked to the associated Contact/Lead/Account. Four options are available:

1. No association — Task stands alone without Opportunity or Case connection
2. Link to most recent open Opportunity — Works only for Contacts and Accounts
3. Link to most recent open Case — Works only for Contacts and Accounts (with option to create new Case if none exists)
4. Create new Case — All calls generate a new Case; optionally log details directly to Case instead of creating a task

Configure Logging Flow for SMS

Similar to calls, tasks are created by default for inbound and outbound messages. The same four association options apply:

1. No association
2. Recent open Opportunity link
3. Recent open Case link (with optional Case creation)
4. New Case creation (with option to log details directly to Case)

Enable Logging of JustCall AI Data

Three optional data types can be logged:

• Call transcription link — Included in call details
• Call summary and action items — Logged with call information
• Call analysis data (Pro Plus and Business Plus plans only) — Includes Call Score, Topics, Customer Sentiment, and related metrics