Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

From ContactWorld version 2.4 of ContactWorld for Salesforce (CW4SF)4 in Salesforce, if enabled for your account, you can configure CW4SF ContactWorld to dynamically select a callback number. The dynamically selected callback number takes precedence for individual calls over both the callback number defined by your agent in ContactPad and your account's default callback number. For information on callback numbers, see Callback numbers.

...

You can use this feature in various ways depending on how your Salesforce org is set up. To override callback numbers, you must create a custom Apex class that implements the NVMContactWorld.ISelectPresentedClid interface and defines the GetPresentedClid method. The GetPresentedClid method describes how CW4SF ContactWorld can generate or locate the callback number. CW4SF ContactWorld can then present this number as the callback number.

...

Note

When creating your new class, you must declare both the class and the method as global so that the CW4SF ContactWorld installation package can access the class and invoke the method.

When you have created your class, you must ensure that CW4SF ContactWorld uses the class in Salesforce. For information about configuring the class that CW4SF ContactWorld uses to select the presented CLID, see Configuring custom settings for optional ContactWorld features in Salesforce.

CW4SF ContactWorld validates the value returned by the GetPresentedClid method according to the following rules:

  • if a null value is returned, the Click to dial call continues and CW4SF ContactWorld uses the agent's default callback number, if set, or the account's default callback number
  • if a non-null value is returned but the value is not configured as a callback number for the account, the agent receives an error message
  • if a non-null value is returned and the value is configured as a callback number for the account, but that callback number is restricted from the agent, the agent receives an error message
  • if a non-null value is returned and if the value is configured as a callback number for the account and that callback number is not restricted from the agent, the Click to dial call continues, and the value is used as the callback number for the call

 

Expand
titleExample 1
Section
Column
width60%

In our first example, the presented callback number is stored in and retrieved from a custom field, called ClickToDialPresentedClid, on an Account object. Firstly we created an Account object field called ClickToDialPresentedClid. For information on creating custom fields, see Salesforce help.

Column
width40%

Presented CLID field createPresented CLID read

Secondly, we created a new Apex class called SelectPresentedClidForContactByAccount:

Code Block
languagejava
global class SelectPresentedClidForContactByAccount implements NVMContactWorld.ISelectPresentedClid{
    
    // The clickToDialResult parameter contains the response string from the Salesforce ClickToDial event.
    // Salesforce passes the clickToDialResult parameter to us:
    // for example '{number: "07890123456", objectId: "0032000001FTGSo", object: "Contact"}'
    // Find more information at: https://www.salesforce.com/us/developer/docs/api_cti/Content/sforce_api_cti_onclicktodial.htm
 
    global String GetPresentedClid(String clickToDialResult){
         
        Map<String,Object> clickToDialResultMap = (Map<String,Object>)JSON.deserializeUntyped(clickToDialResult);
        String contactId = (String)clickToDialResultMap.get('objectId');
         
        Contact c = [SELECT Id, AccountId FROM Contact WHERE Id = :contactId];
        Account a = [SELECT Id, ClickToDialPresentedClid__c FROM Account WHERE Id = :c.AccountId];
         
        String presentedClid = a.ClickToDialPresentedClid__c;
         
        return presentedClid;       
    }
}

When an agent clicks to dial a number in a contact record, CW4SF ContactWorld runs our GetPresentedClid method in the SelectPresentedClidForContactByAccount class, which implements the ISelectPresentedClid interface. The GetPresentedClid method performs the following tasks:

  • receives the details (clickToDialResult) of the Click to dial event
  • uses the objectId from clickToDialResult to identify the contact record from which the agent initiated the call
  • locates the record for the account to which the contact belongs
  • returns the number from the custom field (ClickToDialPresentedClid__c) on the account record

CW4SF ContactWorld uses the returned number as the callback number. The number appears both in ContactPad and on handset of the person that the agent has clicked to dial.

Expand
titleExample 2

In our second example, the presented callback number is set according to whether the customer's telephone number is a mobile—or cell—number, a number with a London area code, or other number.

The Apex class that implements NVMContactWorld.SelectPresentedClidByPolicy is called SelectPresentedClidForContactByAccount:

Code Block
languagejava
global class SelectPresentedClidByPolicy implements NVMContactWorld.ISelectPresentedClid{
     
    // The clickToDialResult parameter contains the response string from the Salesforce ClickToDial event.
    // Salesforce passes the clickToDialResult parameter to us:
    // for example '{number: "07890123456", objectId: "0032000001FTGSo", object: "Contact"}'
    // Find more information at: https://www.salesforce.com/us/developer/docs/api_cti/Content/sforce_api_cti_onclicktodial.htm
  
    global String GetPresentedClid(String clickToDialResult){
          
        Map<String,Object> clickToDialResultMap = (Map<String,Object>)JSON.deserializeUntyped(clickToDialResult);
        String customerNumber = (String)clickToDialResultMap.get('number');
        
        //Account default
        String presentedClid = '01234567890';
          
        if (customerNumber.startsWith('07') || customerNumber.startsWith('+447')) {
            //Mobile, or cell, numbers
            presentedClid = '07123456789';
        } else if (customerNumber.startsWith('0207') || customerNumber.startsWith('+44207')) {
            //Basingstoke numbers
            presentedClid = '02071234567';
        }
          
        return presentedClid;    
    }
}

When an agent clicks to dial a number in a contact record, CW4SF ContactWorld runs the GetPresentedClid method in the SelectPresentedClidByPolicy. The GetPresentedClid method performs the following tasks:

  • receives the details (clickToDialResult) of the Click to dial event
  • uses the number from clickToDialResult to identify the customer's telephone number, which the agent clicked to dial
  • returns the appropriate number:
    • if the customer's number is a mobile number, the method returns a mobile number
    • if the customer's number has a London area code, the method returns a London area code
    • if the customer's number is any other number, the method returns the default number (01234567890)

CW4SF ContactWorld uses the returned number as the callback number. The number appears both in ContactPad and on handset of the person that the agent has clicked to dial. 

Warning

This feature is not currently available for calls made from the NVM Call action in Salesforce1.