Automatic Task Creation: Pushing Call Activity to Salesforce
Tracking your team’s call activity is a difficult and often cumbersome process. Once Salesforce is synced, Chorus automatically logs your reps’ activity from their scheduled screen share meetings in Salesforce, along with vital information like call participants, meeting subject/date, and Next Steps or other tracked topics found in the transcript).
Here’s what a pushed task looks like in Salesforce:
About Pushed Tasks
The default Task Type for Chorus tasks is “Call”, but this can be modified using process builder in Salesforce. Here is a video explaining how to do that.
This feature is on by default, but can be turned off if necessary by a Chorus Admin. To adjust this setting, click on your initials in the bottom left corner of the Navigation bar. Select “Settings”, then navigate to the “Integrations Page”.
When a task is pushed to Salesforce, you can easily find it based on how these tasks are automatically named. All of our tasks start with “Chorus - “ and end with the name of the scheduled meeting (“Chorus - Wonka and Schrute Farms Connect”).
If the meeting is unscheduled and doesn’t have a title, we will name it “Chorus - Unscheduled Meeting.”
All done here? Proceed to the next steps: