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Topics#Data ManagementDomanda di Liz Marshall
Liz Marshall ha fatto una domanda in #Data Management
22 gen 2018, 11:56

activity history on case isn't for correct account

My understanding was that the activity history is created automatically, via the connectivity to the phone system, so if customer 'A' calls in an activity is added. If customer 'A' is called using the quick dial process, the same thing happens.  

 

We have a customer, with a case; there is a list of activities attached to the account page & there are also some attached to the case. One of those is not for this customer.

 

How did that happen?

 

How do I move the activity to the correct customer?

 

How would I go about checking for other similar discrepancies?
1 risposta
  1. adam marks (Cloud Think Consulting)
    22 gen 2018, 13:09
    What telephony integration are you using? Out of the box Salesforce does not have a phone to activity feature so it sounds like you are a using a 3rd party tool. That tool would have to be designed in a way that accomplishes that task for you, 
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