When an agent makes a call using NewVoiceMedia, the agent can set a disposition code associated with that call. For more information about disposition codes, see Disposition codes for NewVoiceMedia in Salesforce.
You have three different ways to configure disposition codes:
- Configuring disposition codes using Log a Call
- Configuring setting the disposition code for a call based on the call's outcome
- Configuring disposition codes using custom components and Apex
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1. Configuring disposition codes using Log a Call
If your agents use Log a Call to add notes and other details during a call, you can configure disposition codes in the Log a Call area. If your agents do not use Log a Call, you can still configure disposition codes using custom components and Apex. For information about configuring disposition codes using custom components and Apex, see Configuring disposition codes for NewVoiceMedia in Salesforce227154569.
How do I enable agents to select a disposition code for a call?
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Custom Settings field | Description | Example |
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Log a Call Disposition Code Field | The disposition code field's API name. You must have added the disposition code field to the Log a Call area as described in the previous section. | Disposition_code__c |
ContactWorld Account Key | Your NewVoiceMedia account key. You must also set your API token for the account key. For information about setting your API token, see Configuring NewVoiceMedia API authentication tokens. You may have already added this information to configure another feature. | polik21xpsu |
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When an agent clicks to save their changes in Log a Call, Salesforce notifies NewVoiceMedia whether the agent has provided a value in the specified disposition code field.
2. Configuring setting the disposition code for a call based on the call's outcome
If enabled for your account, you can configure NewVoiceMedia in Salesforce to automatically set the disposition code for an outbound call based on what happened to the call. To configure this feature, you must map call outcomes to disposition codes.
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3. Configuring disposition codes using custom components and Apex
If the enforced disposition codes feature is enabled for your account and your agents use custom components during a call rather than Log a Call, you can configure the custom component to set disposition codes as required.
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To configure the custom component to set disposition codes, use call the SetDispositionCodeForCurrentCall
method in the DispositionCodeService
class provided in the NewVoiceMedia package. Use the following Apex code to in your component:
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When your custom component runs the configured Apex code, the DispositionCodeService sets the disposition code for the call in NewVoiceMedia.
Visualforce example
You can use the DispositionCodeService
Visualforce or Lightning @AuraEnabled
methods.
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The following example is for a Visualforce page with a drop-down menu and a button to set the disposition code for the current user:
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Flows example
You can use the DispositionCodeService
in a Flow.
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To use the
When you have created the Apex class, use the Flow Builder to create a flow that uses the class:
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DML statements, asynchronous Apex, scheduled Apex, sending email
The SetDispositionCodeForCurrentCall
method makes HTTP callouts to NewVoiceMedia, so you cannot run DML statements, asynchronous Apex (such as future methods and batch Apex jobs), or scheduled Apex, or send email before calling this code. For further information, see Salesforce help.
If you need to perform any such tasks before calling the SetDispositionCodeForCurrentCall
method, wrap the call in a future method. For information about future methods and Salesforce limits with future methods, see Salesforce help.
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How do I display the disposition code in the call's task record in Salesforce?
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Next you must add the field to the task's page layout.
Configuring setting the disposition code for a call based on the call's outcome
If enabled for your account, you can configure NewVoiceMedia in Salesforce to automatically set the disposition code for an outbound call based on what happened to the call. To configure this feature, you must map call outcomes to disposition codes.
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