By default, agents can relate calls to records of all object types. Restrict the object types that an agent can relate calls to.For information about enabling agent to relate a call to multiple records, see Enabling an agent to relate a call to multiple records. While on a call and before working on another call, if enabled, agents can relate the call to multiple Salesforce records. Enable agents to relate a call to multiple records.For information about hiding the Name, Related To, or both, fields from Log a Call, see Hiding fields for relating calls to objects. Hide fields that agents can use to relate calls to objects.For information about adding fields to the Log a Call area, see Customizing the Log a Call area. When you have configured the utility bar or page layouts as required, you can add fields to the Log a Call area. For information about configuring Log a Call for Salesforce Lightning Experience, see Configuring adding and displaying call notes in Lightning Experience.For information about configuring Log a Call for console apps, see Configuring a Log a Call console component for adding and displaying call notes in Salesforce Classic. For information about configuring Log a Call for non-console apps, see Configuring page layouts for adding and displaying call notes in Salesforce Classic. If you are using Salesforce Classic, your configuration also depends on whether you are using console or non-console apps.You need to configure for both experiences if you have users who can switch between them. Configuration varies depending on whether your agents are using Salesforce Classic or Salesforce Lightning Experience. Configure the Log a Call area for agents.To configure call logging, perform the following tasks: For information about displaying call notes in the task record, see Saving Log a Call notes in task records. T hese notes can appear, if configured, in the associated task record at the end of the call. You can also configure the utility bar or page layouts so that agents can add notes during a call. Vonage Contact Center automatically creates a task record in Salesforce for every interaction handled by an agent. How do I enable agents to add notes during a call and later view those notes in the associated task record?
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