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- Go to your Task object's Page Layouts within Setup in Salesforce.
- Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.
- Add a new section and name it Call Recording Player. For information about adding new Sections to page layouts, see Salesforce help.
In the top section, click Visualforce Pages. The available pages appear.
Drag the Call Recording Player page down to the new Call Recording Player section.
Click the spanner icon in the upper-right corner of the Call Recording Player page and set the width to 100%, the height to 250 and uncheck Show scrollbars. Click OK.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Player page appears.
How do I configure the Call Recording Player in Salesforce Lightning Experience?
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- Open a task record in Salesforce. Click the cog icon at the top right and click Edit Page. The task record's page layout appears.
- If you have previously added Call Recording Player in Salesforce Classic, delete the Call Recording Player section.
- In the left-hand panel, click VisualForce. A new VisualForce page appears on your page layout.
- In the Visualforce Page Name list in the right-hand panel, click Call Recording Player. Your newly added Visualforce page is changed to the Call Recording Player page.
- In the Height (in pixels) field, type 250.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Player page appears.
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