salesforcev2

  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. CRM integration functions properly, but the contact number is not found. Review the log for details or attempt a different number.

    Having a bit of a bumpy ride with the Salesforce v2 integration. After having having resolved issues with 0auth and Lead object the next obstacle is this. The authentication works and the object view permissions are set correctly (as far as I know), the connectivity test from 3cx side says...
    • MartinAndel
    • Thread
    • crm salesforce integration crm salesforce salesforcev2
    • Replies: 9
    • Forum: Salesforce

  3. Automatically New Contact Creation Not Working

    Hi there, We have had the 3CX salesforce integration running well and it was creating contact records automatically, within the last few months, Existing contacts load in Salesforce when the call is accepted, but new contacts don’t. Is there any way to achieve this? I edited my template...

  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. Error occured while accessing Salesforce

    Hi, I have set up the 3CX Salesforce integration following this manual: https://www.3cx.com/docs/salesforce-crm-integration/ (including creating a connected app in Salesforce). When I want to connect with SalesforceV2 integration template, I am transfered to a page where I can login to...

  6. Create contacts or leads automatically the same as in the previous version

    In Update 8 of 3CX v18, the way in which the operation works for customers not registered in the CRM to no longer create a contact with a default name was changed. Instead, from the Web Client you can decide whether you want to create a contact or not and define the contact details. In the new...

  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. 3CX not creating Contact in Salesforce

    Hello, We have integrated 3CX with salesforce as per the guide instructions. We first did it with the sandbox and it was working smoothly, it was creating Contacts if not found in Salesforce or Creating tasks if contact/Lead was found. We switched that from Sandbox to Production but now it is...
    • Maaz.Ahmed
    • Thread
    • 3cx salesforce contact lookup crm crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 0
    • Forum: Salesforce

  9. When the Lead is deleted from the salesforce, I'm getting a window open in salesforce saying "Record not found".

    I have a two scenarios here, where I delete a Lead in the salesforce, now when the call came to the same number, there is page open in salesforce saying the "record not found" . but after that I delete the same record in the 3CX contacts, now there is nothing happening at the time of call...
    • nkumar_CX3
    • Thread
    • crm salesforce integration crm salesforce salesforce salesforce.com lightning salesforcev2
    • Replies: 5
    • Forum: Salesforce

  10. Call Receiver should be Lead Owner in Salesforce

    Hello All, I'm working on the lead assignment part in salesforce coming from the 3CX system. So, how would I make the lead owner to the person who receive the call in the 3CX system. how to get the user details who receives call in 3CX to salesforce?
    • nkumar_CX3
    • Thread
    • 3cx salesforce crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce

  11. 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

  12. 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

  13. Solved SalesforceV2 disappeared while testing the Journaling Functionality after successful Integration

    Hello, I was doing a couple of testing after integrating Salesforce with our 3CX Enterprise Edition. Level 1 Testing - Integrated Salesforce as provided in the self explanatory document, Template being SalesforceV2. The only customization in template was setting up the...
    • prashantcw
    • Thread
    • custom template integration crm salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce
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