My Calls Aren't Logging to Salesforce?

If you want your calls from Tout Phone to be automatically logged to Salesforce you will want to make sure that the following is in place. 

  • You will need your account to be connected to Your Salesforce account through the API connection. 
  • If you are calling from ToutApp.com you will need a Salesforce ID saved to that contact. Click here to see how you can ensure that all of your ToutApp contacts have a Salesforce ID associated with them.
  • BONUS: Make sure you have "Call" in your Task type picklist for accurate and easy reporting in Salesforce

 Once this is in place you will see a Task created in the Activity History section of Salesforce.

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