Field mapping for Dialpad Call Activity in Salesforce

Customized reports require customized data. Use "Dialpad Call Log" Custom Object to discover trends and dig into the details of your calls. Every Dialpad call that is eligible to be logged in a connected Salesforce instance creates a "Dialpad Call Log" record in Salesforce.

💡  To configure field mapping for Dialpad call activities, first, you'll need to install the latest version of the Dialpad for Salesforce package in Salesforce.

Let's dive into the details. 

Who can use this feature?

Dialpad Talk, Dialpad Sell, and Dialpad Contact Center Users on Pro and Enterprise plans.

Dialpad Call Log custom object

Dialpad Call Log is a Custom Object delivered in the Dialpad managed package, to capture call metadata in Salesforce. This in turn creates a Call Activity Record (Task Activity) in Salesforce, with the selected call information configured by the Salesforce Admin.

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Use the “Dialpad Call Log” object to create call reports & dashboards in Salesforce and measure KPI-s specific to your call centers & agents.

Refer to the sample reports & dashboards delivered as part of the Dialpad package to get started.

Sample Reports

To access sample reports, navigate to “Dialpad Dashboards” in the standard Salesforce Dashboard menu, after you have installed our latest managed package.

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Remember, these reports are built on top of the new “Dialpad Call Log” object, so you will not see any data unless you start using the newly released updates.

Configuring field mapping

Dialpad allows Salesforce Admins to map fields from the Dialpad call log object to Task object to ensure that the call information captured in the Task fields makes the most sense for your organization.

Let's take a look at how to configure field mapping.

  1. Navigate to your Dialpad Lightning tab.
  2. Enter the "Setup Manager" and open the “Settings” menu.
  3. Expand the “Call Activity Field Mapping” to view the list of available Dialpad Call Log fields.
  4. Select the Task fields of your choice & save the setting.

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Once you have saved this setting, all proceeding calls will capture the call information detailed in your selected Task fields.

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