Telephony and your Salesforce Sidebar
From the Salesforce Sidebar, you can call a contact by simply clicking on their phone number. The RC dialer will pop up and auto-dial the number for you.
Simultaneously, a 'Call Details' box will be generated that users can utilize to log the call over to SFDC. DO NOT CLOSE OUT THIS BOX, MAKE SURE TO FILL IN THE CALL DETAILS > SAVE AND LOG > AND THEN SAVE TO RECEIVE CONFIRMATION THAT THE CALL TAKS WAS CREATED. (Depending on your device, the call details box may appear behind your Chrome page.)
- Select the "Call outcome" either as Connected or Did Not Connect.
- Click the drop-down button to see if any of the 'call dispositions' are applicable.
- Add Call Notes.
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Make sure to then hit 'Save and Log'.
- Check to see if the task info looks good and hit SAVE.
You should then see a confirmation message letting you know the call has been logged to Salesforce. You can click on 'View created task' to go to the SFDC page create for the task, or wait a few seconds for the box to close out on its own.
NOTE: 'Call disposition' and 'Notes' are found on the comments section of SFDC tasks.