How to manage tasks in Salesforce from an Ooma Office call (Pro Plus)

By default, calls that are made and received through Ooma Office in Salesforce automatically create a call task against the matching Salesforce record when a call is answered. The following information will be logged (where applicable) as comments on the task:

• Call direction (incoming or outgoing)
• Caller-ID phone number

{% comment %}* Name of Ring Group of Call Queue* Routing path (or prepended information)

You can switch the call logging action to a manual process in the Settings menu and choose from one of the following options:

• Manual: Call records must be made manually using a provided link on the screen.
• Call answered: A record is automatically made when the call is answered.
• Call ended: A record is automatically made when the call is ended.