The following information describes configuration required for Salesforce Lightning Experience users. If you, or your users, are using Salesforce Classic, see Configuring call logging in task recordspage layouts for adding and displaying call notes in Salesforce Classic. You might need to configure for both experiences if you have users in your org who can switch between them.
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| To enable agents to add and view notes, perform the following tasks: - Register a custom domain for Salesforce to enable the LogACall and CallNotesViewer components. For information about registering a custom domain, see Salesforce help. Make sure you deploy to users when you receive confirmation from Salesforce that your domain is registered.
- Add the ContactWorld LogACall Lightning Component to the page layout of appropriate Salesforce objects to ensure that agents can add call notes during a call. For information about adding the component, see Adding the LogACall Lightning Component to a page layout.
- Disable Lightning LockerService to enable the LogACall Lightning component to respond to ContactPad events. For information about disabling the Lightning LockerService, see Deactivating the Lightning LockerService.
- Add the ContactWorld CallNotesViewer Lightning Component to the page layout of Salesforce tasks to ensure that agents can view call notes after the call. For information about adding the component, see Adding the CallNotesViewer Lightning component to the task page layout.
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