This guide will describe the manual set up in Salesforce to enable the usage of our new Custom Fields. These new fields will enable our Salesforce integration to log even more data regarding your calls.

To make Custom Fields visible:

  • Log in to your Salesforce account

  • Go to Setup

  • Select Permission sets

  • Go to Aircall_PermissionSet

  • Click on Manage Assignments and then Add Assignments

  • Select the Users you want to give access to the custom fields below:

- Answered by

- Call Recording

- Connection status

- Country

- Detailed type

- Has connected

- Hour of the day

- Is missed call

- Is Voicemail

- Aircall number

- Transferred to

- Waiting time

- Timezone


To add these and other fields to your Tasks:

  • Go to Setup

  • Go to Object Manager

  • Go to Task

  • Click on Page Layouts and then your Page Layout Name

  • Add the fields you would like visible in your Tasks, then save:

That's it! You're now ready to start using our new Custom Field feature! 🎉

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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