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stephbboggs
Newcomer
June 9, 2023
Question

Salesforce Utility SoftPhone

  • June 9, 2023
  • 1 reply
  • 6 views

I'd like to add custom Task/Activity fields to be captured, but I'm only seeing Account/Contact/Lead. It does look like I can add the Task object, but that looks to be for finding matches, not for the call task that will be logged.

    1 reply

    J
    New Member
    Jeff Gurnett
    New Member
    January 27, 2026

    Hi stephbboggs - Did you ever figure out how to do this?  I am testing out the Zoom Phone CTI Integration with Salesforce (Lightning) and would also like to capture some of my custom Task/Activity fields in the popup widget.

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