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| The functionality described in this page is only applicable from ContactWorld version 2.0 of ContactWorld for Salesforce (CW4SF) onward in Salesforce and if enabled for your account. For information on about functionality in previous versions, or if not enabled for your account, see Legacy Salesforce record display and popping in ContactWorld. |
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ContactPad ContactWorld uses the caller's CLID to perform a wildcard search through the Salesforce records database.
If you are using Service Cloud, depending on the number of Salesforce records found, CW4SF ContactWorld does one of the following:
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| If the search returns one result, CW4SF ContactWorld pops the record in the main Service Cloud window. The call is automatically linked to this record.
ContactPad displays a link to the found record. If you are not using Service Cloud, you must click this link to pop the record. This link remains in ContactPad until you have made or received another call.
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| If the search returns multiple records, CW4SF ContactWorld pops a list of matching records in Service Cloud. Click to pop the record that you want in the main Service Cloud window. The call is automatically linked to the record you pop.
ContactPad displays a link to the search results. If you are not using Service Cloud, you must click this link to pop the record. This link remains in ContactPad until you have made or received another call.
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