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Except when the call relates to a task record, Connect creates a new task record in which to log call details. This task record is related to the original Salesforce record unless the agent manually links the call to a different record.
When the call relates to a task record, Connect logs the call details in the existing task record. Connect appends "Outbound call to telephone to telephone number" to the subject of the task record.
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| If you have enabled Click to dial in Connect, Connect also logs calls initiated using Click to dial from the popped Salesforce record. Connect acknowledges the calls as Connect calls, marking the corresponding call in the Dial List as complete. For more information, see Making calls using Connect. |
For information about logging and linking calls to records, see Logging a call during the call.
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