You can use Fuze for Salesforce to easily link an open call log to new or existing Salesforce objects, including cases, contracts, opportunities, or accounts. 

Due to restrictions in Salesforce, when a call is matched to a lead, you cannot link the call to a case, contract, or opportunity.

Link a Call Log to an existing object

To link a call log to a Salesforce case, contact, or opportunity: 

1. Click the Link button. The Link call log to menu appears. 

2. Click Search existing. The search screen appears. 

3. Click in the Search field, type in a case, contract, or opportunity, then press enter to view the results. 

4. Click a result to link the call. 

A View filter is also available that lets you filter by Account-related, or Contact-related results. By default, the Search screen is pre-populated with Account-related results.

When searching for Opportunities and Cases to link to a call, you can search with as little as 2 characters.

This means you can search for two-character code fields, and helps you find even more caller-related results.

Link a Call Log to a new object

To link a call log to a Salesforce case, contact, or opportunity: 

1. Click the Link button. The Link call log to menu appears. 

2. Click New Case, New Contract, New Opportunity, or New Account.

3. A confirmation prompt appears.

4. Click Create. The new object is created, and she Salesforce screen displays the new case, contract, or opportunity form for you to complete.
Depending on your organization's Salesforce configuration, you may not be able to retroactively delete some Salesforce objects.