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BrianAtSonoSim's avatar
BrianAtSonoSim
New Member
3 months ago
Status:
Reviewed by moderator

Fix Salesforce Integrations and Duplicate Call Logging - The Salesforce Lightning Integrations should NOT log a task for inbound/outbound calls if the call was instead logged using the dialer integration.

If you are using both the Salesforce (Call Center/Dialer) Integration (with automatic logging enabled) as well as the Salesforce Lightning Integration, the result will be double-logging of calls made out of Salesforce.

When users are sitting at their computer they want to use the dialer because it keeps everything in the same browser window and prompts adding notes to the tasks for the call, but when they are not at their computer, ie, after business hours or traveling, they want to field calls on the GoTo mobile app and have them automatically log into Salesforce based on phone number matching. As is right now, the apps clash, so it's one or the other.

The Salesforce Lightning Integrations should NOT log a task for inbound/outbound calls if the call was instead logged using the dialer integration.

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