Versions Compared

Old Version 1

changes.mady.by.user Helen Griffith

Saved on

compared with

New Version 2

changes.mady.by.user Helen Griffith

Saved on

Key

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

...

The task record also contains information that the agent or agents add during the call. For information on adding information to tasks, see Adding notes during a call. Multiple interaction events—such as the initial delivery of the call to the agent, and the transfer of the call to another agent—that occurred during the call are logged along with any information that the agent added during those events. The events and information added in the notes field appear in the Call Notes section.

Task record

 

For a full list of fields on a task record, see Task record fields.

Note
  • You can also manually create a task record to log a call from various Salesforce records, including Leads, Contacts, and Accounts.
  • If you currently use Salesforce Interaction Logs to log calls, Salesforce creates an additional task record when the call ends. CW4SF ContactWorld adds the unique ID of the call (the call GUID) to this additional task record to link this and the original task together. You can choose to keep the duplicate tasks or merge them using custom workflow.

...