Linking a Call Log to a Salesforce Case, Contract, or Opportunity
Objective
Linking a call log to a Salesforce case, contract, or opportunity with Fuze for Salesforce.
Applies To
- Fuze Apps
- Integrations
- Salesforce
Procedure
You can use Fuze for Salesforce to easily link an open call log to new or existing Salesforce objects, including cases, contracts, opportunities, or accounts.
Due to restrictions in Salesforce, when a call is matched to a lead, you cannot link the call to a case, contract, or opportunity.
Link a Call Log to an Existing Object
To link a call log to a Salesforce case, contact, or opportunity:
- Click the Link button.
- The Link call log to menu appears. Click Search existing.
- The search window appears. Click in the Search field. Enter a case, contract, or opportunity, then press enter to view the results.
- Click a result to link the call.
A filter view is also available, allowing you to filter by account-related or contact-related results. By default, the Search window is pre-populated with account-related results.
When searching for opportunities and cases to link to a call, you can search with as little as two characters. This means you can search for two-character code fields, and it helps you find even more caller-related results.
Link a Call Log to a New Object
To link a call log to a Salesforce case, contact, or opportunity:
- Click the Link button.
- The Link call log to menu appears. Select one of the following options:
- New case
- New contract
- New opportunity
- New account
- A confirmation window appears.
- Click Create. The new object is created, and the Salesforce window displays the new case, contract, or opportunity form for you to complete.
Depending on your organization's Salesforce configuration, you may not be able to retroactively delete some Salesforce objects.