Call Tracking in Activity History not working (Skype Click-to-Call)
How can I start tracking calls and show the calling history in each Leads/Contacts/Opportunitites, when using Skype Click-to-Call? Any help appreciated!
***Complete Installation Instructions***
After installing the app "Skype Click-to-Call for Mac and PC" to your Salesforce account do the following:
1) Go to Setup > App Setup - Customize > Contacts > Page Layouts > Edit
2) On the "Fields" tab drag "Click-to-Call Phone" to page
3) On the "Custom Links" tab drag "Enable Click-to-Call to Custom Links section of page
4) Click Save
5) Repeat on the Account, and Leads page layouts.
6) Next go to Setup > App Setup - Develop > Custom Settings
7) Click "Manage" on Click-to-Call Configuration Manager
8) Click "New"
9) Enable Auto Call Log: Yes
10) Global Country Code: +1
(+1 is for US)
11) Click Save
12) Install the latest edition of skype to your computer.
Download available at: http://www.skype.com/intl/en-us/get-skype/ .
Let me know if you need more information / help . If helped , please mark best answer so that others can easily find it . Cheers !!!
Do you have an idea why this could be?
@Pruthvi, I'm not having any luck with the App's Support, however, everything works fine with the app, the only issue we have is that Salesforce is not creating a call history automatically in the activity history. Couldn't my issue lay within Salesforce where I have to enable "call tracking"/"auto creating tasks" or similar?
Any help appreciated!
Hi, Corinna and Brandon!
If you're still having issues, I suggest that you check 3rd party solutions that might help. I recommend Tenfold, a CTI that integrates Salesforce with Skype (and other phone systems).
One of Tenfold's main features is automatic call logging. All your calls, inbound or outbound, will be automatically saved in Salesforce. Yes, useless clicks are eliminated. Since it unifies two systems, even if you're not in front of your computer or you're not logged in Salesforce, all your calls are still gonna be automatically logged.
Tenfold's other features include click-to-call, a floating UI (screen pop/caller ID), a call analytics dashboard, and more.
To learn more about Tenfold and how it integrates Salesforce and Skype, you can check this link:
Did you have any success?
4: Support and Feature Request: Please post your support questions and feature requests: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oYD