Salesforce Integration chat - Set Activity type = chat?

[MattRDP]

I now have SMS (chat) syncing to salesforce & creating activities. Is it possible to set 3CX to set the activity type field = Chat or Text in Salesforce? I know we could do it with a record trigger in salesforce, but would prefer to set when inserted by 3CX.

This will help our sales rep activity reporting out of Salesforce.

 

[edossantos]

I now have SMS (chat) syncing to salesforce & creating activities. Is it possible to set 3CX to set the activity type field = Chat or Text in Salesforce? I know we could do it with a record trigger in salesforce, but would prefer to set when inserted by 3CX.

This will help our sales rep activity reporting out of Salesforce.

I'm not an expert in Salesforce tiny details, but I think you're referring to a customization in your particular installation. When we create the activity, we're setting the TaskSubType to Task, because it's the only suitable option for this considering the standard options available, which are:


Where do you see that "Chat" or "Text" option in Salesforce?

 

[MattRDP]

It's under the Task.Type (not subtype) picklist field.

 

[edossantos]

It's under the Task.Type (not subtype) picklist field.

The Salesforce documentation only mentions Call and Meeting for the Type:


Also, I don't see this pick list when I'm in the Salesforce UI, can you show a screenshot of the options you have?