Your smrtPhone for Salesforce integration can provide more information to help guide your business than just answering and receiving calls. You can collect and analyze all of your communication activity with logs, providing business insights and enable data-driven decisions. Plus, you can increase the efficiency of texting by creating a visual text thread of your conversations embedded directly on the record.
To maximize your experience, we recommend fully completing your setup to enjoy all the benefits of this integration.
There are 3 main actions that you can take at this point to complete your experience:
Adding smrtPhone Logs Tab
To be able to check logs for your communication, you need to have the smrtPhone Logs item added.
Head to Edit (click the pen on the top right corner) and then Add more items > All > search smrtPhone Logs > press on the plus sign > Add new item > Save.
Adding Logs to Task Layout
Add the smrtPhone Log relation field inside Tasks so you can easily find the call details of a logged Task.
There are a few steps for a clean install:
Head to Setup
Click on Object Manager
Access Task > Page Layout > Task Layout (or your current Task Layout)
Click on the arrow Edit
Inside the Task Layout search for smrtPhone Log
Drag and drop inside Task Detail
Hit Save
The outcome of these actions should look like in the screenshot below.
So, when you click on it, it will redirect you to the full smrtPhone Log, where you can see details about the communication.
If you encounter any inconveniences or issues with the setup, please contact your Salesforce Administrator or reach out to our Support Team every weekday from 9 AM to 9 PM EST.
VisualForce Installation
The update that allows for the visual display of text messages (also known as VisualForce) requires detailed settings triggered.
We have a dedicated article on this matter. If you want to learn more about how to set up VisualForce, please read: How to display text messages in a visual format ⇢
