When configuring your Aircall-Salesforce integration, it's important to make sure the correct settings are selected for the Type field in Salesforce, as calls will not log if they are not. You will need to set the correct Field-Level Security for this field, as well as add it to your Task Page Layout. Follow the steps below for Lightning or Classic to ensure everything is set up correctly.

Salesforce Lightning

Setting Field-Level Security

  • Log in to Salesforce

  • Find and click on Setup

  • Search for, then click on, Object Manager

  • Find and click on Task

  • Go to Fields & Relationships, then click on Type

  • Click Set Field-Level Security

  • Select Visible for all options, then click Save

Adding to Task Layout

  • On the Task page, click Page Layouts, then Task Layout

  • Type field into the Task Detail section wherever you would like


Salesforce Classic

Setting Field-Level Security

  • Log in to Salesforce

  • Click on Setup

  • Find the Build section in the left-hand menu and click the drop-down for Customize, then Activities, then click on Task Fields

  • On the Task Fields page, find and click on Type

  • On the Type page, click Set Field-Level Security

  • Select Visible for all options, then click Save

Adding to Task Layout

  • From the Setup page, go to the Build section, click the drop-down for Customize, then Activities, then click on Task Page Layouts

  • Click on Edit for your Task Layout, then drag the Type field into the Task Detail section wherever you would like


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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