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Note
  • You can manually create a task record to log a call from various Salesforce records, including Leads, Contacts, and Accounts.
  • If you currently use Salesforce Interaction Logs to log calls, Salesforce creates an additional task record when the call ends. ContactWorld adds the unique ID of the call (the call GUID) to this additional task record to link this and the original task together. You can choose to keep the duplicate tasks or merge them using custom workflow.
  • If you link an interaction to a Lead record, and, during the interaction, you convert the Lead to a Contact, ContactWorld automatically relates the associated task to the newly created Contact record. If you create an Opportunity while converting the Lead, ContactWorld relates the task to the Opportunity as well.
  • ContactWorld saves notes relating to an interaction at the start of the next interaction.
Info
titleUsing task record types

If you are using task record types, ContactWorld does not allow you to specify that record type used when creating task records. ContactWorld uses the default record type assigned to the API user's profile. Ensure that the API user has the required task record type assigned. For information about task record types, see Salesforce help.

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