Skip to main content
All CollectionsSalesforce Integration
Salesforce Fields That Are Updated When Salestrail Logs a Call
Salesforce Fields That Are Updated When Salestrail Logs a Call

Salesforce Fields

Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over a week ago

These are the fields that we send when we create a Task object for the call, by default:

* Depending on the match type

- WhoId (matching a Lead)

- WhatId (matching an Account)

- or both (matching a Contact)

* ActivityDate (date when the call was made)

* Subject (= Inbound|Outbound Call - Answered|UnAnswered)

* TaskSubtype (= Call)

* CallDisposition (= Answered|Unanswered)

* CallType (= Inbound|Outbound)

* Type (= Call, if accessible for the user)

* CallDurationInSeconds

* Status (= Completed, Closed, or similar closed status name from the Task metadata)

All can be customised, and additional fields can be added based on the call data.

Did this answer your question?