Using blackberry features with salesforce classic, Placing calls, Logging calls – Blackberry Classic User Manual
Page 23: Place a call, Log a call
Using BlackBerry Features with Salesforce Classic
Salesforce Classic integrates with several native BlackBerry applications, including email, phone, the address book, the calendar, and the
browser. You can perform several actions on Salesforce records that launch BlackBerry applications.
IN THIS SECTION:
Placing Calls
Salesforce Classic works with the phone application on your device, so you can place a phone call directly from any Salesforce record
that includes a phone number field. The logging feature in the mobile application lets you create a task record from your device as soon
as you complete the call. To make a call:
1. Open a record that contains a phone number field, such as a contact, lead, or account. You can also highlight the record in the list
view.
2. Open the menu, and then select Place a Call.
If the record contains more than one phone number, a window opens so you can select the number you want to dial.
3. Highlight the phone number you want to dial, open the menu, and then choose Select.
The phone application dials the number. Upon ending the call, Salesforce Classic prompts you to
, which is an optional
step. Click Yes to log the call; click No to skip the logging process.
IN THIS SECTION:
Logging Calls
Salesforce Classic prompts you to log a call after placing it. Logging calls in the application is an effective way to keep track of your tasks
while you are away from your desk.
•
After ending a call you placed from Salesforce Classic, click Yes when the application prompts you to log the call. The
control whether or not you are prompted to log the call.
•
If you do not have time to log the call after it ends, highlight the record in the list view and select Log a Call from the menu.
•
Logging a call launches a new task or event so you can enter details about the call. To define whether calls are logged as tasks or
events,
.
•
Open the menu and select Save to log the completed task to Salesforce. You can see the activity by viewing the activity history
associated with the record.
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Using BlackBerry Features with Salesforce Classic
Working with Records