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From ContactWorld version 2.8.3 in Salesforce, if enabled for your account, you can create a custom rule that determines whether ContactWorld records a call.

The custom rule that you create takes precedence for individual calls over your default ContactWorld account settings. You can use this feature in various ways depending on how your Salesforce org is set up.

Your custom rules applies to all outbound calls, whether they were initiated using Connect, Click to dial or the Make Call button in ContactPad.

To automate outbound call recording, you must create a custom Apex class that implements the NVMContactWorld.ICustomValueProvider interface and defines the GetCustomValue method. Your GetCustomValue method must describe the logic that determines whether or not to record the call for a given number, and return a String object that tells ContactWorld the outcome.

Note
When using this feature you should make sure that your default account configuration complies with any regional legislation.

To create the custom class, you must be familiar with creating Apex classes in Salesforce. For information on creating Apex classes, see Salesforce help.

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The context contains the outbound phone number in JSON format: {"outboundNumber":"4155551212"}. You do not need to provide context because provide context because ContactWorld passes the value to the method for you when an agent initiates an outbound call. The GetCustomValue method in your class must return a String object.

Note

When creating your new class, you must declare both the class and the method as global so that the ContactWorld managed package can access the class and invoke the method.

To get the outboundNumber from the context, use an Apex JSON parser as in the  getOutboundNumberFromJson method in our example. Future releases of ContactWorld may add some extra attributes to the context, so if use any other method to get the outboundNumber (such as regular expressions or string splitting), your class may stop working.

When you have created your class, you must ensure that ContactWorld uses the class. For information about configuring the class that ContactWorld uses to automate call recording, see Configuring custom settings for optional ContactWorld features in Salesforce.

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