Track your calls in Salesforce

Overview

You can easily track where your call is logged in Salesforce using Integration Logs. This guide shows you how to find where a particular call got logged in your Salesforce account.

Steps

Step 1: Access Call Logs

Navigate to the Call Logs section and click on the specific call you want to review to open the call information window.

Step 2: View Integration Logs

Switch to the Integration Logs tab and then expand the Salesforce integration logs to see the details.

Step 3: Access Salesforce Record

You'll see a link provided for the created Task. Click on this link to be redirected to Salesforce where your call is logged.

Troubleshooting

If you encounter an error message or don't see these logs after integrating your Salesforce account, reach out to support. Provide a screenshot of the call details to help with the investigation.