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Integrations 🔄
FAQ on how to set up and use integrations with Truly
Salesforce Admin Guide
How to setup Salesforce sync in the desktop app
Understanding inbound calls and Salesforce sync
How to search for calls in Salesforce
How to manually change the "related to" on a synced call task in Truly
How to manually update the "related to" on a synced call task in Salesforce
Understanding Salesforce sync logic
Understanding Truly Transcription
How to create a call report in Salesforce
How to turn off Salesforce sync in the desktop app
How to create a Salesforce trigger to automatically create a case
Troubleshooting calls logging as open activities in Salesforce
Troubleshooting Salesforce sync
How to use click to call in Salesforce