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Hi all,

I hope someone (experts) can give some guidance from their experience.

Is there a way or ways in Salesforce to track calls and online meetings in Salesforce without the use of CTI integration?.

7 respuestas
  1. 21 jul 2022, 5:02

    Hi Lena,

     

    If you mean for a user to manually record that they've had a conversation with someone, then that's one of the use cases for tasks.

     

    If you want automatic logging of calls, that requires CTI. 

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