Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A task record includes the following information:

FieldDescription
Assigned ToThe last agent that dealt with the call.
StatusThe status of the call is always Completed.
Call TypeInbound or outbound.
ContactWorld NumberThe number that the customer dialed.
Service NameThe name of the service associated with the dialed number.
Customer NumberThe caller's telephone number.
ACDThe applet that routed the call to the agent.
CW Call Start TimeThe start time of the call.
CW Call End TimeThe end time of the call.
Call DurationThe duration of the call.
Due Date

The date when the call ended (in the agent's timezone).

Note

To populate the Due Date field, you must select the Set due date on call task records check box in custom settings. For information about the Set due date on call task records check box, see Configuring custom settings for optional ContactWorld features in Salesforce.

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.

...

Note
  • You can also manually create a task record to log a call from various Salesforce records, including Leads, Contacts, and Accounts.
  • If you currently use Salesforce Interaction Logs to log calls, Salesforce creates an additional task record when the call ends. ContactWorld adds the unique ID of the call (the call GUID) to this additional task record to link this and the original task together. You can choose to keep the duplicate tasks or merge them using custom workflow.
Panel
borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#3a88c8
borderStylesolid
titleIn this section

Child pages (Children Display)
depth2

Style
div#children-section.pageSection
{
display:none;
}