Which Salesforce objects are supported?

Calls can be logged as Activities related to Contacts, Leads, Accounts, Opportunities, and Cases. You can choose the match priority and enable fallback creation rules.

Does this work with Lightning Experience and Console?

Yes. The integration is designed for Salesforce Lightning Experience and supports screen pops in Sales/Service Console tabs and subtabs.

Can we attach call recordings?

You can include secure recording URLs on Activities when permitted. Configure region-appropriate consent announcements and restrict attachments by queue, user, or disposition.

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Salesforce + TrioPBX

Click-to-dial from Salesforce, screen pop on inbound, and automatic Activity logging—so reps sell, support, and follow up faster.

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What you get with the Salesforce integration

Cleaner data, faster workflows, and better visibility across Sales & Service teams.

Click-to-Dial & Screen Pop

Start calls from any Salesforce phone field and pop the matched record (Contact/Lead/Account/Case) when a call arrives.

Automatic Activity Logging

Log direction, duration, agent, queue/campaign, disposition, and optional recording URL—no manual entry required.

Smart Matching & Fallbacks

Define match priority (Contact → Lead → Account → Case) and enable creation rules for net-new Leads on first-touch calls.

Privacy & Compliance Controls

Announce recording where required, restrict attachment by team/queue, and respect do-not-record segments.

Lightning-ready setup in 5 steps

In TrioPBX, go to Integrations → Salesforce and click Connect Salesforce.
Sign in to Salesforce (Lightning) and authorize requested scopes.
Choose default log target and match priority (e.g., Contact → Lead → Account → Case).
Map TrioPBX agents to Salesforce users; enable click-to-dial and screen pop.
Save, then make a test call to verify Activity creation and field mapping.

How to auto-log calls to Salesforce (example mapping)

Recommended defaults most teams start with.

Match rule: E.164 Caller ID → Contact; fallback → Lead; if no match, (optional) create Lead with source “Phone”.
Activity fields: Subject: “Call – {{Direction}}”, Assigned To (agent), Related To (matched record), Call Duration, Disposition, Queue/IVR, Notes.
Recording: Attach secure recording URL when enabled; exclude via user/queue or region.
Follow-up: If disposition = “Callback” or “No Answer”, auto-create a Task due in {{N}} hours with priority and owner.
Service teams: For Cases, log Activities to the Case and pop the Case in Service Console.

Compliance tip: Announce recording where required (state/country laws vary) and honor internal do-not-record policies.

Make Salesforce the system of record for every call

Pair Salesforce with TrioPBX Hosted PBX, Hosted Call Center, and Voice AI Agents to automate outreach and follow-ups end-to-end.

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