HELP FILE

How do I set up custom call dispositions in the Salesforce integration?

    Create a picklist of custom call dispositions in Salesforce Classic and Salesforce Lightning and then link them to the GoTo Connect integration.

    Important: These steps need to be completed by your organization’s Salesforce admin.
    Salesforce Product How-to
    Salesforce Classic Create the Custom Call Dispositions
    1. Go to Setup > Customize > Activities > Activity Custom Fields.
    2. Click New and then go to Picklist > Next.
    3. Enter the custom call disposition’s Name, Label and Values.
    4. Click Next > Next > Save.
    5. Add the new call disposition to your call log by going to Settings > Create > Global Actions > Global Actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.
    6. Click Save.

    Link New Call Disposition to GoTo Connect for Salesforce

    1. Go to Setup > Develop > Custom Settings.
    2. Go to GoTo Connect Settings and then click Manage.
    3. Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.
    4. Click Save and then navigate to Sales and refresh your browser.
    Salesforce Lightning Create the Custom Call Dispositions
    1. Go to Setup > Object manager > Activity > Fields & relationships.
    2. Click New and then go to Picklist > Next.
    3. Enter the custom call disposition’s Name, Label and Values.
    4. Click Next > Next > Save.
    5. Add the new call disposition to your call log by going to Settings > User Interface > Global actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.
    6. Click Save.

    Link New Call Disposition to GoTo Connect for Salesforce

    1. Go to Setup > Custom code > Custom Settings.
    2. Go to GoTo Connect Settings and then click Manage.
    3. Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.
    4. Click Save and then navigate to Sales and refresh your browser.