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Users can now toggle the option to map their calls to Salesforce Event records. Momentum admins can now control whether Momentum call logs are written to Salesforce Event records. Use this toggle if you need Events for reporting or automation, or leave it off if you prefer to rely on Tasks, Calls, or third-party logging. Here are the steps to start mapping calls to Salesforce events

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Prerequisites

  • You must be an admin user to view or change this organization-wide setting.
  • Your Salesforce integration must already be connected in Momentum.

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Enable or disable the Salesforce Event toggle

  1. Sign in to the Momentum admin dashboard.
  2. In the left navigation, go to Settings → Momentum AI. Salesforce Mapping Home Screen
  3. Scroll down until you see the Momentum Call Salesforce Mapping section.
  4. Use the toggle to enable or disable Event mapping. Salesforce Mapping Section
  5. Select Save to apply the change for the entire workspace.

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What happens after you toggle the setting

  • When enabled: Upcoming and past calls that Momentum logs to Salesforce will create an Event record with the call’s subject, start/end time, attendees, owner, and any standard Momentum fields you have mapped. You can build Salesforce reports, flows, and dashboards using these Event records.
  • When disabled: Momentum stops creating Events but continues to log any other Salesforce records you configure (Tasks, Activities, custom objects, etc.). Existing Event records remain untouched.
  • Changes apply prospectively. Calls logged before enabling the toggle will not automatically backfill into Events.