3cx/Salesforce

[Robin Kalberg]

Hello everyone,

We are currently testing 3CX in combination with Salesforce.

We would like to track all incoming and outgoing calls in Salesforce and report on relevant data in Salesforce as well, such as:

• Call lists (in- and outbound)
• Average queue wait time
• Extension statistics
• etc.

To make sure that the combination of 3CX and Salesforce will suit our needs, we would like to know what information is actually transferred to and stored in Salesforce when logging calls from 3CX.

Thank you in advance!
Robin

 

[edossantos]

Hello Robin,

Only calls from and to existing Salesforce contacts/leads/accounts are logged. The information stored in Salesforce is the call start date and time, the call duration, the call type (inbound, outbound), a description that you can configure in 3CX, the ID of the contact/lead/account, and the ID of the agent that handled the call.

Kind regards.