Native CRM connection

Salesforce Calling, Built Around the Lead.

Keep phone activity next to the customer context your team already uses in Salesforce. Call, identify, and document each conversation without treating the CRM as an afterthought.

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VoxSun ↔ Salesforce

Call
Log
Sync

core record types
4: timeline
Activity: setup
Guided: validation
Test-call

FCC Registered
CRTC Registered
STIR/SHAKEN Attestation A
Carrier Infrastructure
Business Continuity
Encrypted Media
North American Support

A Salesforce Workflow That Speaks Its Language.

Activity timeline

New web lead → call task → disposition on the lead timeline

Representative context: opportunity stage, owner, and last activity.

Leads
Contacts
Accounts
Opportunities

Record model	Phone activity	Team context
Leads	Activity timeline	opportunity stage, owner, and last activity
Contacts	Related record	Relationship and ownership context
Accounts	Related record	Relationship and ownership context
Opportunities	Related record	Relationship and ownership context

Product experience

Calling in Salesforce

Keep every call result visible across the revenue team’s Salesforce activity timeline.

New web lead → call task → disposition on the lead timeline

Record workspace: Leads · Contacts · Accounts · Opportunities
Phone activity: Activity timeline
Representative context: opportunity stage, owner, and last activity

Connect and Validate

A controlled three-stage activation keeps Salesforce access, user matching, and phone activity accountable.

01
Authorise the workspace
Confirm the approved workspace and required permissions.
02
Match users and phone numbers
Associate the correct VoxSun users with CRM ownership.
03
Run a call and verify activity
Confirm the result appears in Activity timeline.

Frequently Asked Questions

This page documents the dedicated VoxSun connection for Salesforce, centred on calling from Leads, Contacts, Accounts, Opportunities and recording phone activity in Activity timeline.

The connection is designed around Leads, Contacts, Accounts, Opportunities. The exact fields available depend on the approved production configuration and permissions.

Setup follows three stages: authorise the CRM, match users and phone numbers, then validate a test call and activity record. Timing depends on access and the approved configuration.