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- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Activities.
- In the expanded list of items, click Activity Custom Fields. Activity Fields appears.
Click New. New Custom Field appears.
In the Data Type section, click Formula. Click Next. Step 2 appears.
Give the field a label, for example, Call recording link.
Section Column width 60% In Formula Return Type section, click Text. Click Next. Step 3 appears.
Column width 40% Click the Advanced Formula tab.
Section Column width 60% Copy and paste the following code in to the Call recording link (text) = field:
IF(CallObject = "", "", HYPERLINK("https://cloudx.contact-world.net/callcentre/callAnalytics/playaudiomatch.aspx?guid=" & CallObject & "&start=0&matched=", "Call Recording"))Note The URL in the example code accesses call recordings on Cloud x. To access call recordings on the appropriate cloud, you must provide the number of the cloud you are using in place of the x. For example, to access the call recordings on Cloud 12345, use https://cloud12345.contact-world.net/callcentre/callAnalytics/playaudiomatch.aspx?guid=. Column width 40% Provide the following information:
Field Description Description The description of the field, for future reference. For example, Displays a link to the call recording link in ContactWorld. Help Text Help text that appears alongside the field. For example, Click to access the call recording. Click Next. Click Next. Step 4 appears.
Grant edit access to the field to user profiles as required.
Section Column width 60% Click the Visible check boxes alongside the names of the appropriate profiles. Click Next. Step 5 appears.
Column width 40% Add the new field to the page layouts as required.
Section Column width 60% Click Save. The field is saved.
Column width 40%
The custom call recording link field now appears in activity records for the selected profiles. You can move the field on the page layout or layouts if required.
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For information about editing the page layout, see Salesforce help.