We need to verify how Accounts and Cases are mapped for inbound calls, transfer calls, and outbound calls in the Voice Call record. When we click a phone number from an Account, an outbound call is created and the RelatedRecordId field is updated with the Account ID. If we initiate a call from a Case or Lead, the respective record ID is automatically populated in the RelatedRecordId field on the Voice Call. Could you confirm whether this is standard Salesforce behavior? If so, please share the relevant documentation. @* Service Cloud *
Yes, this is generally standard behavior.
For outbound click-to-dial calls, Salesforce uses the record where the call was started as the call context, and its ID can be stored in VoiceCall.RelatedRecordId.
For inbound calls, Salesforce first tries to match the caller’s phone number to a Contact. Account matching can then occur through the matched Contact. A Case is not always linked automatically unless it is provided through the call flow, telephony integration, or manually linked by the agent.
For transferred calls, Salesforce can create a separate Voice Call record for each call leg. The records are connected through the previous and next call relationships, but custom flow or telephony logic may be required to copy the same RelatedRecordId to each transferred call.