From ContactWorld version 2.12 in Salesforce, if If enabled for your account, you can configure ContactWorld to dynamically select a callback number based on the value in a any field in of the record that contains the dialed numberyou're dialling from. This method does not require Apex code as the code is provided in the managed package.
For example, you might want ContactWorld to present one callback number when your agents click to dial contacts in the finance department and another for contacts in the legal department. ContactWorld will present the default callback number when dialing contacts in any other department.
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- Specify which class ContactWorld must use to select the callback number. You specify the class in the custom settings data for your org, profile or user. Type NVMContactWorld.SelectPresentedCLIDByField in the Callback Number Selector Class field. For more information about configuring custom setttings, see Configuring custom settings for optional ContactWorld features in Salesforce.
Configure supervisor and agent permissions to the Field-Based Callback Number Mapping custom object:
Object Read Create Edit Delete Supervisor Agent Configure supervisor and agent permissions to the fields on the Field-Based Callback Number Mapping custom object:
User type/profile Read Edit Supervisor Agent - Assign ContactWorld Auto Presented CLID user permission set to all agents and supervisors using this feature. For detailed information about this permission set, see ContactWorld Auto Presented CLID user permissions.
- Assign Create, Edit and Delete permissions on Field-Based Callback Number Mapping object for supervisors using this feature.
- Configure sharing settings for the Field-Based Callback Number Mapping object if you want to restrict the access different profiles have to other profiles' records. For information about sharing settings, see Salesforce help.
- Set the Field-Based Callback Number Mapping object tab to Default On for supervisors.
- If you are using Salesforce Lightning Experience, you must add the Field-Based Callback Number Mappings tab to the applicable app or apps.
When your administrator has enabled the feature, you can create mappings. These map the value in specific fields to specific callback numbers. To create a new mapping, perform the following steps:
- Go to the Field-Based Callback Number Mapping object tab, click Field-Based Callback Number Mappings in the View list and click Go!. Any existing mappings appear.
- Click New Field-Based Callback Number Mapping. A new Field-Based Callback Number Mapping record appears.
Provide the following information:
Field Description Example Mapping Name A name for this mapping. Callback for VIP accounts Object The type of Salesforce object that the agent has clicked to dial from. The object type contains the field which the callback number is based on. Account Field The field on the Salesforce record that contains the value which the callback number is based on.
Note You must specify the full API name of the field, including the package name if relevant. For example, NVMContactWorld__CustomerPriority__c. Account_type Value The value that the field must contain to return the number in the Presented Callback Number field. The Value field can contain any alphanumeric value or you can leave the field empty. If you do not provide a value in the Value field, if the field on the record is also empty, ContactWorld presents the number in the Presented Callback Number field. VIP Presented Callback Number The callback number that ContactWorld will display when the field's value matches the value in the Value field.
Note You can only use callback numbers that are configured for your account. If you use a number that is not configured for your account, ContactWorld cannot make outbound calls that use this prefix mapping record. The error message "The call to number dialed number could not be made as the presented CLID presented callback number is restricted or is not available on your account." appears in your agent's ContactPad.
02072068888 - Click Save.
Now when an agent clicks to dial a phone number in an account record with a value of 'VIP' in the Account_type field, ContactWorld uses 0207206888 as the callback number.
In the absence of any other mappings, when an agent clicks to dial a phone number from an account record with any other value in the Account_type field or from any other object, ContactWorld uses the default callback number. This default callback number can be for the account or for the agent. Which callback number ContactWorld uses depends on the current configuration. For more information about callback numbers, see Callback numbers.
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Your company sells in both the insurance and banking industries. You want to present a different callback number when your sales agents make outbound calls to either of those industries. (Your sales agents must belong to the Sales profile.) The rest of the users will use the default callback. Your callback number for Insurance is 01234567890 and your callback number for Banking is 123456789. To configure this example, you must perform the following tasks:
Now, whenever your sales agents make an outbound call to an account from the banking industry, ContactWorld presents the banking industry's callback number. Similarly, when a sales agent makes an outbound call to an account in the insurance industry, ContactWorld presents the insurance industry's callback number. When any other agent makes a click to dial call, ContactWorld presents the default callback number because you have not configured the agents to use this feature. |