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trueWhen you have installed ContactWorld into Salesforce and linked your ContactWorld account with Salesforce, in most circumstances, ContactWorld automatically creates a task record in Salesforce for every interaction handled by an agent. For information about tasks, see Call logging in task records.

Task records provide an audit trail for each inbound or outbound call. You can locate tasks in the following places:

  • In the Activity History (Salesforce Classic) or Past Activity (Salesforce Lightning Experience) sections in Contact, Leads, Accounts, Opportunities, and so on, as configured for your org.
  • In call center reports that use task records to show agent and team activity. For information about creating reports, see Running Salesforce call center reports.
  • In the Tasks tab (available in apps in Salesforce Lightning Experience).
  • In an Activities tab (in Salesforce Classic) that displays all task records.
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rootConfiguring advanced featuresContactWorld in Salesforce (optional tasks)

To create an Activities tab that displays all task records, perform the following tasks:

  1. Create a Visualforce page that displays Activities:
    1. Go to Visualforce Pages within Setup in Salesforce.
    2. On the left-hand side of the Salesforce window, in the Build section, expand Develop.
    3. In the expanded list of items, click PagesVisualforce Pages appears.
    4. At the top of the list of Visualforce pages, click New.

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      A new Visualforce Page appears.

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      New VisualForce Page

    5. Type the following information.

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      FieldDescriptionExample
      LabelA label that identifies the page in Setup tools.Activities
      NameThe unique name that identifies the page in the API. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page.Activities
      DescriptionAn optional description of the page.A page that displays Activities on the Activities tab
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      New VisualForce Page

    6. In the Visual Markup section, paste the following code:

      <apex:page >
      <apex:enhancedList type="Activity" height="600" />
      </apex:page>
    7. Click Save. The page is saved.
  2. Create a custom tab that uses the Visualforce page:
    1. Go to the Tabs within Setup in Salesforce.
    2. On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Create.
    3. In the expanded list of items, click TabsCustom Tabs appears.
    4. In the Visualforce Tabs section click NewStep 1. Enter the Details appears.
    5. Provide the following information:

      FieldDescription
      Visualforce PageThe Visualforce page to display in the tab. Select Activities [Activities].
      Tab LabelThe text that appears in the tab label. Type the tab label text.
      For example, Activities.
      Tab NameA unique name for the tab automatically generated when you type in the Tab Label field.
      Tab StyleThe color and image that the tab uses.

      Click NextStep 2. Add to Profiles appears.

    6. Choose the user profiles for which the new tab is available. Click NextStep 3. Add to Custom Apps appears.
    7. Choose the custom apps for which the new custom tab is available. Click Save. Your new tab is saved and appears in the list of Visualforce Tabs on Custom Tabs.

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