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I need help with Salesforce call tracking setup. My current report is losing entire calls and info. My "calls made" report isn't tracking every single call I made. Key requirements: - Troubleshoot existing setup. - Ensure accurate data capture. - Provide guidance for future use. Ideal skills: - Salesforce expertise. - Experience with call tracking. - Problem-solving skills. Please provide a detailed plan and estimate.
Project ID: 40378764
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38 freelancers are bidding on average $146 USD for this job

Hi, I'm working as a salesforce developer and consultant. I read you project description and I would like to fix the call tracking issue for you. please visit my profile to see more information about my skill sets, thanks for reading my bid, text me for further discussion.
$150 USD in 1 day
6.1
6.1

Hi, I will audit your Salesforce call tracking setup — activity logging rules, task field mappings, and report filters — to identify exactly where calls are dropping off. A common cause is misconfigured call activity types or report filters excluding certain task records. I will trace the full path from call creation to report output and fix every gap, then document the setup so you maintain accurate tracking going forward. Questions: 1) Which CTI or dialer are you using to log calls into Salesforce? 2) Are the missing calls from a specific time range or user? Looking forward to your response. Best regards, Kamran
$90 USD in 5 days
5.6
5.6

I’ve fixed call tracking gaps in Salesforce (activities, CTI integrations, reporting inconsistencies). Your budget works. I can resolve this in 2–4 hours. Plan: audit activity logging (Tasks/Events), check CTI/softphone config, validate field mappings & automation, fix report filters, and ensure every call is captured reliably. I’ll also give a short guide for future tracking. One question: are you logging calls via Salesforce dialer/CTI or manually as activities?
$300 USD in 1 day
5.7
5.7

Hi, I can help you fix your Salesforce call tracking issue and ensure every call is properly captured and reported. I have experience working with Salesforce reporting, activity tracking, and debugging missing data issues, and I focus on delivering accurate, reliable systems. Let’s connect so I can take a quick look and get this fixed for you. Thanks
$140 USD in 3 days
4.7
4.7

Hi, To troubleshoot your Salesforce call tracking setup, I'll analyze the current configuration and identify the issues causing data loss. This will include: - Reviewing the existing call tracking setup. - Identifying gaps in data capture. - Implementing solutions for accurate tracking. - Providing guidance for future reporting. I will handle this by systematically checking each component of your setup and ensuring everything is configured correctly. Ready to start once you provide access to your Salesforce account. Thanks!
$130 USD in 2 days
4.4
4.4

Hello, I am a seasoned Salesforce professional with 10+ years of hands-on experience in Salesforce development and administration. Over the years, I have successfully delivered solutions across Sales Cloud, Service Cloud, and Experience Cloud, helping businesses streamline processes and enhance customer engagement. My expertise includes: * Apex, Triggers, Aura, and Lightning Web Components (LWC) * Flows, Process Automation, and Salesforce Administration * Customization, Integration, and Optimization of Salesforce environments * End-to-end implementation and support for complex business requirements I bring a proven track record of building scalable, maintainable, and high-performance Salesforce solutions tailored to client needs. I am confident that my skills and experience will add significant value to your project. Looking forward to collaborating and contributing to your success. Best regards, Arpit K.
$100 USD in 1 day
4.2
4.2

Warm greetings! I specialize in Salesforce reporting and data tracking with 9+ years fixing call logging, CRM accuracy, and pipeline visibility issues. Here's how I can help: * Audit call tracking (Activities, Tasks, integrations, field mapping) * Identify gaps causing missing calls (dialer sync, logging rules, triggers) * Fix report logic to capture all calls accurately * Set validation + automation to prevent future data loss * Provide clear usage guide for ongoing tracking I’ll deliver a clean, reliable reporting setup with full visibility. Are you using a dialer integration (e.g., Aircall, RingCentral) or manual call logging?
$140 USD in 7 days
4.0
4.0

Hello, Asad- I sense your goal: a flawless Salesforce call-tracking setup where every call and data point is captured without gaps, so your “calls made” report reflects reality. I’ve helped teams troubleshoot and stabilize Salesforce call-tracking, integrating Telephony, CTI, and Activity history to ensure complete capture across Lightning and classic interfaces. Plan: 1) audit the current CTI/Call Tracking integration and object mappings (Calls, Tasks, Activities, Campaigns) to identify missing fields or misconfigured triggers. 2) validate data capture from telephony provider, ensure consistent formatting, and align with Salesforce reports. 3) implement incremental safeguards: field-level validations, trigger-safe logging, and scheduled data reconciliation to catch gaps. 4) create clear guidance for future use: best practices, dashboards, and a repeatable checklist for ongoing validation. Initial estimate: I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I estimate a fix and documentation package in the range of $180 with about 3 days of work. 1) Could you share current CTI/Phone integration details (provider, CTI adapter, and any custom triggers) and examples where calls disappear from the report? 2) Do you track calls across multiple objects (Calls, Tasks, Activities) and are there any custom fields that should feed into reports? 3) What are your pre
$75 USD in 3 days
2.5
2.5

Hi there, Salesforce Developer, This requirement is perfectly aligned with my work. You are facing issues with inaccurate call tracking in Salesforce where calls and related data are not being fully captured in reports. This likely involves gaps in activity logging, call integration setup, or report configuration. As a Salesforce Partner and Authorised Reseller in India, I have successfully delivered multiple projects similar to yours, and I’m confident I can help resolve this efficiently. I'm Deepak, I bring 13+ years of extensive experience in Salesforce Customization, Implementation, Integration, and custom development. Plan & Estimate: - Audit current call tracking, activity settings, and reports Identify gaps in logging (CTI, tasks, activities, or integrations) Fix configuration and ensure complete data capture Optimize reports for accurate tracking Provide best practices for future use Estimate: - 4–8 hours depending on complexity Salesforce Cloud Expertise : - Sales Cloud, Service Cloud, Experience/Community Cloud, Commerce Cloud, Data Cloud, Non Profit Cloud, Marketing Cloud, CRM Analytics Thank you for considering my proposal. Let’s connect to discuss your requirement in detail. Best regards, Deepak Salesforce Developer
$140 USD in 7 days
1.5
1.5

Hello, I will help you identify why your Salesforce call tracking is missing records and implement a reliable setup so every call is captured accurately. I am available to jump on a quick call to diagnose the issue, and based on that I will fix it following Salesforce best practices. With over 10 years of experience as a 5x Salesforce Certified Consultant and Developer, I specialize in troubleshooting reporting gaps, activity tracking, and data integrity issues. Here’s my approach: • Audit current setup: Review Activities (Tasks/Events), call logging methods, CTI/dialer integrations, and report configuration • Root cause analysis: Identify why calls are not being recorded (UI vs API logging, missing fields, automation conflicts, or user process gaps) • Fix implementation: Standardize call logging, enforce required fields, and correct any Flows, Process Builder, or Triggers impacting data • Reporting correction: Rebuild the “Calls Made” report with correct filters, activity types, and visibility settings • Data validation: Cross-check reports against actual call logs to ensure accuracy • Best practices: Set up a scalable and reliable tracking structure for future use Estimated effort: 6 to 10 hours depending on the complexity of your current setup and integrations. I will ensure your call tracking becomes fully reliable and easy to maintain going forward. Kind regards,
$220 USD in 2 days
1.0
1.0

I can help you fix your Salesforce call tracking so that calls are consistently captured and reported correctly. This includes making sure no calls are “lost” and that the right fields and activities are tied to the correct records. I’ve worked on similar Salesforce projects where call logs from tools like CTI, Aircall, or RingCentral weren’t syncing properly, causing gaps in activity history and reports. I’m familiar with Activity reporting, Task/Event configuration, and troubleshooting integration mappings. My approach would be to review your current call logging setup, report definitions, and integration settings, then adjust field mappings, filters, and report logic so your call data becomes reliable and auditable. I would love to chat more about your project! Regards
$140 USD in 7 days
0.4
0.4

With a seasoned background in CRM and data analysis, I am experienced in troubleshooting complex issues just like the one you're experiencing with your Salesforce call tracking system. My proficiency with Salesforce is unparalleled. I have a knack for dissecting problems, identifying their root causes, and implementing targeted solutions that ensure accurate data capture. In addition to resolving your current issues, my solutions focus on preventing future hiccups. My proficient skills will be instrumental in guiding you towards a more efficient and effective use of your Salesforce system, specifically for call tracking purposes. My goal is to empower businesses like yours with platforms that elevate performance and support sustainable growth. By choosing me for this project, you're not only selecting someone who can fix immediate problems; you're investing in a long-term partnership geared towards supporting your continued success on the Salesforce platform. Let's connect and discuss your project more so we can get those "lost" calls found and get your call tracking system back on track!
$120 USD in 3 days
0.0
0.0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have previously worked on Salesforce call tracking projects where I helped fix data loss issues by optimizing the tracking setup to capture every call efficiently. The most important part to successfully complete this project is meticulous troubleshooting of the current integration points to identify data gaps. ⭕Here is my approach: - Review and analyze the existing call tracking configuration in Salesforce. - Identify where calls are being lost or not recorded. - Correct data capture settings and mapping for all call activity. - Test the fixed setup to ensure 100% call tracking accuracy. - Provide clear guidance documentation for future maintenance and data integrity. ❓Could you please share the current tools or call tracking systems integrated with Salesforce? I am confident that my expertise in Salesforce and call tracking will resolve your issues quickly and improve the reliability of your reports. Looking forward to assisting you, Nam
$200 USD in 3 days
0.0
0.0

Hi, This is Gene from Luxembourg It sounds like your current Salesforce call logging setup is dropping records somewhere in the flow, so the report is undercounting calls and missing related details. My approach would be to review how calls are being created, synced, and reported, then trace where the data is breaking so we can fix the source instead of just adjusting the report. I’ve worked on Salesforce troubleshooting, reporting, and data flow fixes, including cases where activity records were not mapping correctly because of automation rules, integrations, or report filters. For the plan, I’d start with a quick audit of your current call tracking setup, report logic, and any connected tools, then test a few real call cases, identify exactly where records are being lost, apply the fix, and give you simple notes so you can manage it going forward. My estimate is $120 total, and I can deliver the review, fix, and guidance within 1 day. Thanks, Gene
$120 USD in 1 day
0.0
0.0

As an experienced full-stack developer with a profound understanding of various frameworks and languages, I am confident in my ability to tackle your Salesforce call tracking problem. My skill set aligns exceptionally well with your project requirements, not only in terms of Salesforce expertise and problem-solving capabilities, but also from the perspective of delivering high-quality and scalable solutions. I aim to ensure accurate data capture by troubleshooting your existing setup thoroughly.
$140 USD in 7 days
0.0
0.0

Hello, I understand how critical accurate call tracking is for your sales operations. Losing data from your "calls made" reports suggests a breakdown in the integration or the capture logic within your Salesforce Lightning setup. Why I am the best fit for this task: i) Troubleshooting Expert: I specialize in auditing data pipelines to find exactly where "leakage" occurs—whether it's a sync error, a configuration mismatch, or a reporting filter issue. ii) End-to-End Data Management: My background in Data Science ensures that I don't just "fix" the button; I verify the data integrity so your future reports are 100% reliable. iii) Actionable Plan: My first step will be a diagnostic audit of your current call-tracking triggers and integration settings to identify the root cause of the missing records. I am ready to start immediately and ensure your team never loses another call record. Let's get your reporting back on track. Best regards, Maurice W.
$95 USD in 7 days
0.0
0.0

Hello! I’d love to help you fix your Salesforce call tracking issues and ensure every call you make is accurately captured in your reports. I’ve worked extensively with Salesforce Lightning and call tracking setups, so I can troubleshoot why your current “calls made” report is losing data and implement corrections to give you reliable reporting. I can also refine your data capture process and walk you through best practices so your future tracking remains consistent. My approach will focus on diagnosing the underlying data flow issues, validating activity logging, and optimizing your reporting structure. Let me know if you have any specific customizations or integrations currently tied to your call logs. Best regards!
$155 USD in 5 days
0.0
0.0

After carefully evaluating the issue you're facing with your Salesforce call tracking setup, I am confident in my ability to resolve it effectively. With a deep knowledge of the Salesforce platform and an extensive background in troubleshooting, I'm wired to identify and fix problems with data capture comprehensively. My skill set includes Salesforce Marketing Cloud, which is highly relevant to your project needs. Drawing on my experience with call tracking, I understand how important it is to have a system that captures all calls accurately. I will meticulously scrutinize your current setup to identify any gaps or glitches and devise practical solutions to ensure every single call gets tracked without error. Not only will I troubleshoot your system, but I'll also provide detailed guidance for future use, empowering you and your team to avoid similar hurdles in the future. Navigating the evolving tech landscape is complex, but as a seasoned professional and researcher, I've been at the forefront of identifying ideal technology stacks for companies in different industries. With me on your project, you're not only getting a solution tailored to meet your current needs but also one that's built for long-term success. Let's connect and bring stability and accuracy back into your Salesforce call tracking system!
$140 USD in 7 days
0.0
0.0

Call records going missing in Salesforce usually means one of two things: the report filter is excluding records that exist, or the calls aren't being logged as Task/Activity objects in the first place. Both are fixable, but the diagnosis path is different. I'd start by running the report's underlying SOQL directly in the Developer Console to see if the records are there but filtered out, then check the Activity Timeline on a few affected contacts to see whether call objects were ever created. If they weren't, that points to the CTI adapter not firing the log-call callback, which usually shows up in the browser console or the integration's event logs. From there it's either a report filter fix, a workflow/trigger adjustment to catch missed call records, or a config change on the telephony side. What I'd deliver: - Root cause identified with documentation - Report fixed or rebuilt to show complete call history - Any integration config changes needed, with steps to verify they hold - Notes on what to watch for if it recurs $220, 3 days from access. Three quick questions before I scope this tighter: 1. Which telephony integration are you using? RingCentral, Talkdesk, something else? 2. When did the losses start? Did it coincide with a Salesforce update or any config changes? 3. Which specific report is affected, and do you know what filters are currently applied?
$220 USD in 3 days
0.0
0.0

Hi, I can help fix your Salesforce call tracking issue and ensure all calls are accurately captured. I’ll review your current setup, identify gaps, and optimize activity tracking and reports. I have 5+ years of Salesforce experience handling similar data and reporting issues. Estimated effort: 2–4 hours. I can start immediately. Happy to connect and resolve this quickly.
$140 USD in 7 days
0.0
0.0

Brandon, United States
Member since Apr 17, 2026
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