Page Comparison

When you have integrated installed ContactWorld into Salesforce and linked your ContactWorld account with Salesforce, Salesforce ContactWorld automatically creates a task record in Salesforce for every call interaction routed to an agent. For information about integrating linking ContactWorld and Salesforce, see Linking ContactWorld to a Salesforce account. Salesforce logs the tasks against the agent's Salesforce user and also against ContactWorld assigns the task to the agent who last dealt with the interaction, and relates the task to the contact record or other object representing the caller customer in Salesforce.

Task records provide an audit trail for each inbound or outbound call. You can locate task records in the Activity History sections of ContactsContact, Leads, Accounts, and LeadsOpportunities, and so on, as configured for your org. You can create call center reports that use task records to show agent and team activity. For information about creating reports, see Creating Running Salesforce call center reports. You can also create an Activities tab that displays all task records. For information about creating an Activities tab, see Adding an Activities tab.