Salesforce – Using Log a Call On SMS

Salesforce

TrueDialog Integration

This article explains how to view the Log A Call On SMS task and turn it off if needed. The Log A Call On SMS Flow is included with the TrueDialog App and is designed to log the details of every incoming SMS message from Contact records. Because this is a managed flow, it can’t be edited but can be disabled. Since this Flow only works for Contact records, you can create a new Flow to log incoming SMS records by following the instructions in the Salesforce – Creating an Incoming SMS Log a Call Flow article.

View Log a Call On SMS for Contacts

1. Select the Contacts tab.
2. Click your contact.

   

3. In this example, the contact sent two SMS messages.

   

4. Find the Log a Call tasks in the Activity section.
5. SMS messages added to the Log a Call task are titled New SMS.

   

6. Click the Right Arrow for the task to view the description with the message details.

   

Created

The date and time the SMS message was received.

The Log a Call tasks are automatically created by the System Admin user account, so the Created time will be in their time zone. As a result, if your time zone differs from your System Admin’s, you will see different times displayed in the message thread and the Log a Call description. The example below shows a user in PST viewing a Log a Call task created by a System Admin in CST.

Deactivate Log A Call On SMS

System Administrator Permissions Required

The instructions in this section require System Administrator Permissions to be completed. Contact your system administrator for assistance if you can’t complete these instructions.

1. Click the Settings Gear icon to open the settings menu.
2. Click Setup.

   

3. Enter flows in the search box.
4. Click Flows under the Process Automation section.

   

5. Find the Log A Call On SMS flow.

   

6. Click the Down Arrow button at the end of the Log A Call On SMS row.
7. Click View Details and Versions.

   

8. Click Deactivate.

   

Reactivate Log A Call On SMS

To find the Log A Call On SMS flow, follow the deactivate instructions above.

1. Click Activate.