How does ContactWorld log calls in Salesforce?
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Activity History in a record in Salesforce Classic
Past Activity in a record in Salesforce Lightning Experience
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| If you link an interaction to a Lead record, and, during the interaction, you convert the Lead to a Contact, ContactWorld automatically relates the associated task to the newly created Contact record. If you create an Opportunity while converting the Lead, ContactWorld relates the task to the Opportunity as well. |
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Task records
A task record includes the following information:
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The task record also contains information that the agent or agents add during the call. For information on adding information to tasks, see Logging a call during the 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 in Salesforce Classic
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Task record in Salesforce Lightning Experience
For a full list of fields on a task record, see Task record fields.
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