How do I get a list of outbound calls I have made through Playbooks?

Overview

You have made some outbound calls placed through Playbooks, such as through the click-to-call functionality. You want to know how to get a list of calls you have made through Playbooks.

Information

Because Playbooks is connected to a CRM such as Salesforce, you can rely on your CRM's reporting functionality to generate a report specifically for the fields that have been synced from Playbooks regarding call history; most pertinently, the standard "Call Result" Salesforce field can be used.

Generating a Salesforce Report for Call Results

As an example, to generate a list of calls placed within the last 7 days, you can apply the following filters within your Salesforce Report:

• Show Me: All activities. (This creates a base view that can be filtered.)
• Date: Last 7 Days. (This can be changed as desired.)
• Show: Completed Activities. (This should filter specifically for calls that actually happened.)
• Show: Tasks and Events. (This should filter specifically for the types of activities that generate phone calls.)
• Playbooks Step Type: equals Phone. (This should filter specifically for phone calls.)
• Subject: does not contain - skipped. (This should remove tasks that you skipped.)
• Call Result: equals No Answer, Left Voicemail, Contact, Correct Contact, Disconnected Number, Wrong Number. (This maps to all possible call results, which should show you all outbound calls regardless of outcome.)