Viewing call logs in Salesforce
Once integration is enabled, call logs are automatically created as tasks under the associated Salesforce record (contact or lead).
Log in to your Salesforce account.
Navigate to the Activity Timeline in the contact or lead record.
Locate the task associated with the call interaction logged by Aloware.
Open the task to view detailed call logs.
What information is logged?
Activity custom fields
User email
User phone
Call direction (inbound/outbound)
Caller information (e.g., Agent via browser or apps)
Recipient information (e.g., Contact + number)
Source (Aloware)
Task comments
Call date and time - the exact date and time the call occurred.
Call outcome/disposition - whether the call was answered, missed, or went to voicemail.
Call duration - length of the call.
Call direction - whether the call was inbound or outbound.
Line information - the name and number of the line used for the call.
Caller information - who made the call (e.g., Agent via browser or apps).
Recipient information - who the call was made to (e.g., Contact name and number).
Call recording - a link to play, download, or share the call recording.
Voicemail recording - a link to access voicemail left during the call.
Tags - any labels or categories related to the call.
Notes - additional comments or context related to the call.
Source - Aloware, as the origin of the communication data.
Updated standard task fields
Assigned To - indicates the user or agent responsible.
Status - current state of the task (e.g., open, completed).
Name - displays the associated contact or lead.
Subject - includes caller, call direction, and recipient.
Created by - lists the user and the timestamp of when the task was created.
Last modified by - shows the last user who modified the task and when.
Priority - indicates the urgency level of the task.
Refer to this guide to explore the different custom properties you can sync through the Aloware-Salesforce integration.