You will need to setup and configure the layouts for Leads, Accounts and Contacts
Lead Layout

Navigate to Lead Page Layout

Click on your name in the top right hand  corner and select Setup. Navigate through Customize, Leads and click on Page  Layouts. Click on Edit against Lead Layout.

Add Section to the Lead Layout for Call Tracking Data

In the Lead Layout window, click on the Section tab and drag it to where you would like to see call  tracking data. 

Name the Section

After dropping the ‘Section’ tab, enter the  name Call Tracking Data or whatever you would like to call the section and  click OK. 

Add the Call Tracking Fields

Enter PLA  (Delacon Call Tracking) into the Quick Find  box. When the PLA Fields appear, select all25 fields by clicking on the one  field, holding down shift and clicking on the last field. Then drag the fields  into the Call Tracking field section you just created. If you don’t require all  fields the Delacon system offers, you can select only the fields relevant to  your company.

Save the Layout

Save the layout. Verify the call data fields are in place by scrolling down the page.

Account Layout

Navigate to Account Layouts

Click on your name in the top right hand  corner and select Setup. Navigate through Customize, Accounts and click on Page  Layouts. Click on Edit against Account Layout.

Add Section to the Account Layout for Call Tracking Data

In the Account Layout window, click on the Section tab and drag it to where you would like to see call  tracking data. 

Name the Section

After dropping the ‘Section’ tab, enter the  name Call Tracking Data or whatever you would like to call the section and  click OK.

Add the Call Tracking Fields

Enter PLA (Delacon  Call Tracking) into the Quick Find  box. When the PLA Fields appear, select all25 fields by clicking on the one  field, holding down shift and clicking on the last field. Then drag the fields  into the Call Tracking field section you just created. If you don’t require all  fields the Delacon system offers, you can select only the fields relevant to  your company.

Save the Layout

Save the layout. Verify the call data fields are in place by scrolling down the page.

Task Layout

Navigate to Task Page Layouts

Click on your name in the top right hand  corner and select Setup. Navigate through Customize, Activities and click on  Task Page Layouts. Click on Edit against Task Layout.

Add Section to the Task Layout for Call Tracking Data

In the Account Layout window, click on the Section tab and drag it to where you would like to see call  tracking data. 

Name the Section

After dropping the ‘Section’ tab, enter the  name Call Tracking Data or whatever you would like to call the section and  click OK. 

Add the Call Tracking Fields

Enter PLA  (Delacon Call Tracking) into the Quick Find  box. When the PLA Fields appear, select all25 fields by clicking on the one field,  holding down shift and clicking on the last field. Then drag the fields into  the Call Tracking field section you just created. If you don’t require all  fields the Delacon system offers, you can select only the fields relevant to  your company.

Save the Layout

Save the layout. Verify the call data fieldsare in place by scrolling down the page.

Map fields to Salesforce Accounts

Navigate to Lead Fields

Click on your name in the top right hand  corner and select Setup. Navigate through Customize, Leads and click on Fields.  Click on Map Lead Fields.

Map fields

Systematically select the corresponding  Account call data field against the lead call data and click save when  completed.

Verify Integration

Before verifying the integration, please see Appendix

To verify the integration is complete, click  on leads to see if recent phone leads are being created – there should be a  default number created. To make a full test, make a  phone call to your business and look for the record in the Lead object.