Symptom
Users report that tasks are not being created in Salesforce after making or receiving calls through the Aircall integration. This issue might manifest even when the integration appears to be working fine for other accounts.
Cause
This issue typically arises because the integration settings are configured not to create tasks or tickets. Other potential causes include selection of incorrect categories (e.g., selecting 'Opportunities' instead of 'Cases'), and misconfigurations in the Salesforce fields or integration settings.
Solution
To resolve this issue, follow these steps:
- Log in to your Aircall Dashboard and navigate to the Integrations & APIs section.
- Select your Salesforce Integration from the list.
- Click on Settings and ensure that the options for creating tasks or tickets are enabled. Adjust the settings as required to allow task and ticket creation from calls.
- Verify that the integration is set to log calls to the correct categories (e.g., Cases instead of Opportunities).
- Save the changes.
After making these changes, new calls made through Aircall should result in tasks being created in Salesforce.
Additional Information
For more detailed guidance on logging calls in Salesforce and managing Aircall integration settings, please refer to the following articles:
If you continue to experience issues, please contact Aircall Support for further assistance.