Symptom
Every inbound and outbound call made through Aircall is automatically logged as a task in Salesforce. This makes the tasks panel in Salesforce cluttered and difficult to use.
Cause
This issue occurs due to the default settings of the Aircall-Salesforce integration, which create a task for each call. This configuration can lead to an overwhelming number of tasks if not controlled.
Solution
- Log into the Aircall Dashboard.
- Navigate to the Integrations & API tab in the left sidebar menu.
- Select the Salesforce integration from the My integrations tab.
- In the Call workflow section, adjust the settings for each type of call (inbound, outbound, missed calls) to determine whether they should be logged as tasks:
- You can choose whether certain calls should be logged as in progress, completed, or not logged at all.
- In the General settings section, further customize how and when calls are logged:
- Define whether calls outside of business hours should be logged.
- Choose whether to log calls to an existing Case, Opportunity, or create new records in Salesforce if the numbers do not already exist in Salesforce.
- Save your changes.
For more detailed steps, you can follow the instructions in the article on Logging Your Calls in Salesforce. Additionally, for specific field mappings and settings, refer to the Salesforce Call Logging - Fields article.