3CX Salesforce Integration - Call Jouranling is not working properly

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Sarah B.

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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).
I connected with “Salesforce” integration template, because “SalesforceV2” was not working for me.

However, with the normal integration template the connection between Salesforce and 3CX is working. BUT only a few calls were logged, although many more calls should have been recorded.
Does anyone have some advice for me?

Many thanks,
Sarah
 
The "Salesforce" template is very outdated and will not work properly with the latest versions of 3CX. You must use "SalesforceV2".
 
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Hi @edossantos

many thanks for the reply, but the connection with SalesforceV2 template is not working for me.
Could you maybe send me the latest SalesforceV2 template in a text file so I can re-add it and try to connect with that one?

Thank you,
Sarah
 
Hello Sarah,

The template can be downloaded from the PBX. Go to the Updates section and you will be able to download it from there.

If you can't do the integration and need more help with this, I would recommend you to open a support ticket.
 
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