Why aren't my conference calls being logged?
If your conference calls aren't logging in Salesforce, ask yourself the following questions:
- Was the Salesforce contact created in Salesforce before your conference call ended?
- Is there more than 1 contact with that same name?
- Is there more than 1 contact with that same phone number?
If you answered Yes to the questions above, try this troubleshooting steps before reaching out to our support team:
Link Salesforce to Social Profile
If more than 1 contact in Salesforce has the same name, you can link the correct Salesforce account to your Participant's Social Profile.
- Select View Profile on your Participant's card
- Select Wrong Person
- Select the correct contact
If you don't end up manually linking your Participants to a Salesforce contact and we find multiple matches, your calls won't be logged under any of the matches.
Create a Dialpad Meetings Contact
If you're having issues with calls matching to your contacts, you can opt to create the contact in Dialpad Meetings first and then link to Salesforce afterward via their Profile.
Moving forward, your Participant will be linked to your Dialpad Meetings account and the Salesforce account on future calls.
What should a logged conference call look like in Salesforce?
On the record the Dialpad Meetings call was synced with, you'll see the associated event. If the conference had an audio recording or chats were initiated, there will be links to those details in the event. Note that the layout will depend on your organization's unique Salesforce configuration.