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Small Business Resources / How To

How to manage tasks in Salesforce from an Ooma Office call (Pro Plus)

Last Updated: January 13, 2026

By default, calls that are made and received through Ooma Office in Salesforcepro plus automatically create a call task against the matching Salesforce record when a call is answered. The following information will be logged (where applicable) as comments on the task:

  • Call direction (incoming or outgoing)
  • Caller-ID phone number

You can switch the call logging action to a manual process in the Settings menu and choose from one of the following options:

  • Manual: Call records must be made manually using a provided link on the screen.
  • Call answered: A record is automatically made when the call is answered.
  • Call ended: A record is automatically made when the call is ended.
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