How to log a call in Salesforce

Now you have connected your Salesforce account to Bonjour let's see how you can log a call from Bonjour!

It's actually pretty easy 😎

Simply search in the search bar any records (Lead, Contact, Account or Opportunity) you want to link your notes to. You can chose multiple records and different records types.

Notes will be automatically updated in Salesforce as you take them

It'll be logged in Salesforce as a task with the note taken during the meeting

image

At any time you can decide to unlink a Salesforce record by clicking on the "Unlink record" button

image

Or to go directly to the Salesforce records you updated to see your Notes by clicking on the " Record URL" button

image

It's done! 🙂