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By default, ContactWorld uses the caller's CLID to locate the Salesforce record or records to pop. If enabled for your account, you can customize the data ContactWorld uses to locate records for inbound interactions. This data must be the ID of a Salesforce record. The record can be of any Salesforce object type, including custom object types.
How do I customize the data ContactWorld uses to location Salesforce records to pop?
Retrieve the Salesforce record ID using a Data Connector applet or applets. ContactWorld uses the record ID to construct and display a link in ContactPad to a Salesforce record. ContactWorld might also open, or pop, the record in the browser. For more information about Salesforce record display and popping, see Salesforce record display and popping in Vonage Contact Center.
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