salesforce call journaling

  1. Double Entry on Call Journaling

    I have gotten everything to work wonderfully as for contact lookup and linking. The problem is with Call Journaling I always get two posts of the same call? It shows as one as me (I was the user that created the connected app) and one as 'System'. The content in both logged calls is identical...
    • r42brian
    • Thread
    • call journaling crm salesforce salesforce call journaling salesforcev2
    • Replies: 16
    • Forum: Salesforce

  2. Call logging on Failed Calls

    Hi, Since upgrading to v20 and fixing all issues regarding Call Logging, our agents noticed that some outgoing calls are not logged on Salesforce. From some investigation it is possible that these calls failed from SIP Provider. Is it possible from 3CX side to still log the calls that failed...

  3. Screen Pop Not Working

    I have setup the integration properly and the calls are being logged on the Activity on the side of the contact record, but if someone calls in, I'd love if Salesforce popped up that record, is this possible?
    • andrewbishop
    • Thread
    • salesforce salesforce call journaling salesforce integration salesforce integration logging salesforce pop salesforce screen
    • Replies: 4
    • Forum: Salesforce

  4. create contact not working in CRM integration

    My CRM was Tested with POSTMAN and POST working fine with no issues. Call Journal working but CREATE CONTACT not even triggering. please go through attached log and template and help to solve issue

  5. Missed Calls not Logged & Voicemails Logged as Answered Calls

    Our instance is not logging missed calls. The resulting voicemails are logged as answered calls but with me as the task owner instead of the call recipient. I've included a screenshot of a timeline where one of our agents missed a series of calls from a customer and the correlating call log in 3CX.
  6. ochapple

    Salesforce not journaling certain call activity due to GET request not finding certain numbers

    I cannot figure this issue out - Salesforce is journaling some 3cx calls in Activity and not others and it's because the GET request cannot find some numbers that are present and should be fine. I have run verbose logging and investigated the 3cxSystemService.log file and have discovered the...

  7. Can we Modify the Call Recordings Names stored in 3CX?

    Currently, call recording is being stored in 3CX with some names. So we want to save call recording with some pattern like [PhoneNumber_TodayDate]. Can this be happened as we want to match the call recording name with salesforce lead phone and can store recording under that lead? Please let me...
    • nkumar_CX3
    • Thread
    • 3cx salesforce access call recordings integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 3
    • Forum: Other

  8. Open lead page only for the agent who pick the call

    Hello all, As I'm new in 3CX to salesforce integration, my 3CX to saleforce connection works properly but I have a scenario where, there is a grooup and there are three members in the group. So, when a call redirect to the group, all three users will receive the call and the lead page will be...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 2
    • Forum: Other

  9. Call Recording to be shown in Salesforec

    Hello all, Is it possible or any way that we can store the call recording of 3CX in salesforce. I have connected connect 3CX to Salesforce as per the 3CX article but my other requirement is that, all call recoding of 3CX to be shown in salesforce. I tried to search it but could not find any...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce call journaling
    • Replies: 6
    • Forum: Other

  10. Salesforce not logging calls

    I have two separate instances where call logging was working just fine and have now stopped working. The contact is found but the call task is not created. The verbose debugging error is: 2022/02/23 16:20:52.851|30554|0056|Erro|Exception during call reporting: System.Exception: Server...

  11. Solved CRM Salesforce - Call Journaling Disabled

    Hello, We had Call Journaling enabled for our CRM that was established by another admin, through salesforce. I've gone through the documentation and the settings look correct from both the Salesforce and 3CX admin portal. But for some reason I cant get the logs to appear on our CRM. Below is...
    • MrL
    • Thread
    • call journaling crm integration crm salesforce refresh token salesforce call journaling salesforcev2
    • Replies: 12
    • Forum: Salesforce
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