Automating call activities’ creation in Salesforce

While editing your Salesforce integration, you can set up automatic creation of activities (or tasks) related to inbound calls on your tracking numbers. This means that you can map Salesforce fields with fixed or variable values in Call Tracking, so that after each call the data is directly collected in the right place in Salesforce.

To do this, go in the Integrations tab, and click on Configure for Salesforce. Then, get to the Activities creation in Salesforce section in the edition form.

Select an option for activity creation: for all existing contacts, accounts and leads, or for existing leads only.

Then, you can map your Salesforce fields with values or variables in your Call Tracking account. This will bring more detailed call data when activities are created in Salesforce.

On the left, you can select a field from your Salesforce account, may it be custom or available by default. Click on the field to display a dropdown menu and make your selection.

On the right, you can type a fixed value, or refer to a Dexem variable to complete fiend mapping. Each field can read plain text, one or more variables, or a mix of both.

For plain text, just type it down in the field. For example, the caller’s language can be defined as plain text, if all your callers are supposed to speak the same language. Then, in each new call activity, this language data will be automatically filled in.

To map a field with a Dexem variable, just type the $ symbol in the field to see the list of available variables displayed. Then, select the variable to map. You can also add more than one variable, or include some plain text in the same field.

For example, you can map a Salesforce field called Traffic Source with Dexem’s variable *traffic_source. Then, in each new call activity, this will automatically display which traffic source the call is coming from.

Depending on your account settings (type of call tracking, custom fields), specific variables will be available. Again, to display the list of your variables, just type in the $ symbol. Below, you can see an exhaustive list of all existing variables: