Salesforce- Logs everything as a task! Please help.

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  • Updated 2 weeks ago
Hello.

I have properly implemented the Salesforce integration. When I log notes from a call it logs as a task, and this is a problem as it is misleading for our team. How do we change these to "calls" so they are properly documented? I saw the new 6.0 version will have it so I put the beta on but I can't figure this out. Please help :(
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Sidney Sokoloff

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Posted 2 weeks ago

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Tyler Long, Official Rep

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Are you talking about the official RingCentral for Salesforce integration?
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Sidney Sokoloff

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Yes
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Tyler Long, Official Rep

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I've noticed the relevant support team and they will respond.
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Tyler Long, Official Rep

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Here is the update:

Known issue
Was fixed in 6.0 Beta 2
If user would like to play with Beta, they can contact with Srikumar. Otherwise, the GA is targeting at late Q4 to early Q1.
You can reach Srikumar via srikumar.subramaniam@ringcentral.com