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If enabled and configured for your account, agents can add information to the task record during the call. This information appears within the relevant event in the Call Notes section. For information about configuring pages for call notes, see Configuring call logging in task records. For information about adding information to tasks, see Logging a call during the call.
Task record in Salesforce Classic
Task record in Salesforce Lightning Experience
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For a full list of fields on a task record, see Task record fields.
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If you are using task record types, ContactWorld does not allow you to specify that record type used when creating task records. ContactWorld uses the default record type assigned to the API user's profile. Ensure that the API user has the required task record type assigned. For information about task record types, see Salesforce help. |
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