Support Case Linking with Fuze for Salesforce
Question
How can I link Support cases with call logs in Fuze for Salesforce?
Applies To
- Fuze Apps
- Integrations
- Salesforce
Answer
If you are a support user, your IT administrator can configure Fuze for Salesforce to create call logs in the following ways:
- A new Salesforce case is automatically created with each call log. You can choose to change the link from the automatically created case to an existing case, but any notes taken in the call log up to this point are stored in the new, automatically created case.
- A Salesforce case is not created with each call log, but you can manually link the call log to an existing case.