If enabled for your account, you can configure whether ContactWorld should record an outbound call based on the value in a field in the record that contains the dialed number. This feature only works with calls made using Click to dial and Connect. This method does not require Apex code as the code is provided in the managed package.
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- Specify which class ContactWorld must use. You specify the class in the custom settings data for your org, profile or user. Type NVMContactWorld.SelectCallRecordingByField in the Call Recording Selector Class field. For more information about configuring custom settings, see Configuring custom settings for optional ContactWorld NewVoiceMedia features in Salesforce.
- Assign ContactWorld Auto Call Recording user permission set to all agents and supervisors using this feature. For detailed information about this permission set, see ContactWorld Auto Call Recording user permissions.Assign Create, Edit and Delete permissions on Field-Based Callback Number Mapping object for supervisors using this feature.
- Assign the ContactWorld Supervisor permission set to any supervisor who needs to configure this feature. For detailed information about this permission set, see ContactWorld Supervisor permissions.
- 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 indicate whether to record the call or not. To create a new mapping, perform the following steps:
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