SalesForce Call Log - Task Field Validation

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  • Updated 2 years ago
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We just implemented the RingCentral for SalesForce add-in.  Prior to this, sales reps were creating call logs manually which inserts Task records.  However, we have certain fields marked as required, such as Call Disposition, and even further, if a rep selects a disposition of "Answered" or "Completed", it then requires additional fields be completed. 

How can I use the RingCentral add-in given our Task validation constraints?  Can more fields from the Task object be added to the RingCentral addin?  Or, am I going to be forced to remove my validations?

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Posted 2 years ago

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Jitender Kumar, Official Rep

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Official Response
Hello Robins, 
You can configure which fields should appear in call log in RingCentral app by navigating to the configuration page  Replace na30 with your own Salesforce POD. 

I do not see the disposition to be a required field. You can also remove the default text in subject field. Are there any customization you have on Subject field in Task object in Salesforce ?