Call Journaling for Specific Users

SSC_660

Joined
Sep 4, 2025
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Can Call Journaling be enabled for a specific group of users. Currently we only have a small subset of users with access to salesforce who would need call journaling enabled. Since Call Journaling is enabled for all calls, every call coming in or out of the organization is triggering a task record in Salesforce. These are being assigned to random Salesforce Admins who were not involved in the call. What can we do to prevent this? Thank you!
 
You will need to copy and modify the template to either filter on the agent or to prevent call journaling without an actual salesforce user matching the agent's email.

We can help with this if it's out of your area of expertise.
 

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