While on a call, an agent can add notes to a task record that represents the call. The agent adds the notes from within an open Salesforce record. ContactWorld saves these notes in the call's task record at the end of the call. For more information on adding notes during a call, see Logging a call during the call. In addition to the free-text Notes field, you can add other fields to the Log a Call area. You can add up to six standard task or custom activity fields. Note |
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If you are using Salesforce Classic, the The fields can be of any data type other than Picklist (Multi-Select). If you are using Salesforce Lightning, the fields must be of Checkbox, Picklist or Text data type. |
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