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This issue has been haunting me for over a week now. 

 

I inherited a Salesforce instance that had some really broken activity tracking that was built around an old sales process. The sales process has changed, as well as switching from CloudCall (fully uninstalled) to ZoomPhone. I've been trying to hunt down any remaining pieces of the old tracking and can't seem to figure out what's causing the issue.

 

The issue: 

All activities (phone calls, emails, meetings, etc) are being tracked as "Other" as the default.

All calls made with ZoomPhone are being tracked as emails. 

 

I can't figure out what's causing this discrepancy. I've checked workflows, processes, automations, validation rules, everything I can think of. I've run out of ideas and leads to chase and would appreciate any direction.

 

#Salesforce #Reports & Dashboards #Activities

1 件の回答
  1. 2021年7月27日 5:44

    Can you check Global Actions, may be there predefined values have been set?

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