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Linking Automatic Task to Opportunity in Salesforce

Kim Davis
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August 5, 2025

Each call generates a task related to the account or contact with the voice call linked. If the call is triggered from the opportunity - can the task be linked to the opportunity instead of the account?

If yes, how do I do this?

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Sebastian Krzewiński
Community Champion
August 6, 2025

Hi @Kim Davis 

 

Can you tell us more what it is opportunity and account? Those are Salesforce items?

Also if you can explain little bit more about this process it will be good to understood it.

 

Regards,

Seba

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