Telephony and the Salesforce Sidebar
From the Salesforce Sidebar you can call a contact by simply clicking directly on their phone number. The RC dialer will pop up and auto-dial the number for you.
Simultaneously, a 'Call Detail' box will be generated that users will 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.
- Select the 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
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 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.