Welcome to the RingCentral Community

Make sure to review our Terms of Use and Community Guidelines.

Please note the community is currently under maintenance and is read-only.

Home » Developers

Why is the RingCentral for Salesforce app logging everything as a task?

Tags: getting started

Oct 11, 2018 at 8:01am • 3 replies • 0 likes

sidney-sokoloff

Hello.

I have properly implemented the Salesforce integration. When I log notes from a call it logs as a task, and this is a problem as it is misleading for our team. How do we change these to "calls" so they are properly documented? I saw the new 6.0 version will have it so I put the beta on but I can't figure this out. Please help :(

3 Answers

Tyler Liu answered on Oct 11, 2018 at 10:08pm

Here is the update:

Known issue
Was fixed in 6.0 Beta 2
If user would like to play with Beta, they can contact with Srikumar. Otherwise, the GA is targeting at late Q4 to early Q1.

You can reach Srikumar via srikumar.subramaniam@ringcentral.com

sidney-sokoloff answered on Oct 11, 2018 at 9:39pm

Yes

Tyler Liu answered on Oct 11, 2018 at 9:29pm

Are you talking about the official RingCentral for Salesforce integration?

A new Community is coming to RingCentral!

Posts are currently read-only as we transition into our new platform.

We thank you for your patience
during this downtime.

Try Workflow Builder

Did you know you can easily automate tasks like responding to SMS, team messages, and more? Plus it's included with RingCentral Video and RingEX plans!

Try RingCentral Workflow Builder

PRODUCTS
RingEX
Message
Video
Phone

OPEN ECOSYSTEM
Developer Platform
APIs
Integrated Apps
App Gallery
Developer support
Games and rewards

RESOURCES
Resource center
Blog
Product Releases
Accessibility

QUICK LINKS
App Download
RingCentral App login
Admin Portal Login
Contact Sales