Default Field Mapping for Salesforce Task Creation

This document details the standard field-level mapping implemented when Salestrail automatically creates a Task record in Salesforce to log a completed call activity.

All fields listed below are populated automatically upon call synchronization, but all mapping is fully customizable. For customization, reach us on support@liid.com with your specifics.

Standard Task Field Mapping

Salestrail Data Point	Salesforce Task API Field Name	Field Description & Notes
Related Record ID	`WhoId` or `WhatId`	Lookup Fields: Automatically populated based on the phone number match in Salesforce: • `WhoId`: Used to relate the Task to a Contact or Lead. • `WhatId`: Used to relate the Task to an Account, Opportunity, or other object.
Activity Date	`ActivityDate`	The date the call was made or completed.
Task Subtype	`TaskSubtype`	Hard-coded to `Call` to ensure the Task displays correctly as a phone activity in the Activity Timeline.
Call Type	`CallType`	Indicates the call direction: `Inbound` or `Outbound`.
Call Disposition	`CallDisposition`	Stores the outcome of the phone line connection: `Answered` or `Unanswered`.
Subject Line	`Subject`	A concise description of the activity, typically dynamically generated using the call direction and disposition (e.g., `Outbound Call - Answered`).
Duration	`CallDurationInSeconds`	The total length of the call, stored as an integer value in seconds.
Activity Status	`Status`	Sets the Task state to a closed status name (e.g., `Completed`, `Closed`, or another equivalent value defined in your organization's Task metadata).
Record Type	`Type`	Set to `Call` (if this picklist value is accessible and defined on the user's profile and record type settings).

Customization and Expansion

All of the default mappings can be customized. Furthermore, additional data captured by Salestrail (such as Call Notes, Call Recording Links, or Custom Tags) can be mapped to any available Custom Fields (__c) on your Salesforce Task object.

Note for SF Admins: To map additional data points, ensure the necessary custom fields are first created on the Task object in Salesforce, and then configured via the Salestrail integration settings.