Salesforce Object Mapping: Activities Configuration

When configuring a Salesforce Object Mapping, you can create open Tasks and Events in Salesforce, as well as pass Call History data to Salesforce as logged Activities.

Note: All historical Call History entries are represented as closed Tasks in Salesforce.

 

Salesforce Object Mapping: Activities Configuration

  1. Log in to VanillaSoft as an Admin.
    Login.jpg
  2. Select the desired Project.
    Project.jpg
  3. Under Integration, click on Salesforce Integrations.
    Salesforce.png
  4. Select the desired Integration.
    integration_select.png
  5. Go to Activities (Tasks/Events).
    activities.png
  6. Check the box for "Call-Backs" or "Appointments" to enable.
    activitiescheck.png
  7. Once enabled, select Task or Event.
    activitiesselect.png
  8. Check the box Enable Call History Export to send Call History details to Salesforce.
    activitiesexport.png
    • By default, it will create an Activity entry only for the corresponding Result Code trigger.
  9. If all Call History is being sent to Salesforce, click on Send entire Call History.
    activitiesallhistory.png
    • This includes Call History not sent through Tasks or Events into Salesforce.
  10. When done, click on Save.activeconfiguration.png

 

Learn more about Salesforce Object Mapping from the articles below:

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