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| This feature is not currently available with the new task functionality. For information on the new task feature, see Salesforce record display and popping in ContactPad - new. |
If your account is enabled for custom Salesforce record display and popping, ContactPad relies on interaction-related data to locate a matching Salesforce record. You must retrieve this data beforehand using a Data Retriever applet or applets. ContactPad uses this data to construct and display a hyperlink to a Salesforce record page, and open, or pop, the record in the browser if the agent is using the Service Cloud app. For this link to work, the data must be a valid Salesforce record ID. The record can be of any Salesforce object type, including custom object types. For more information about Salesforce record display and popping, see Custom Salesforce record display and popping in ContactPadContactWorld.
To configure custom Salesforce record popping, perform the following steps:
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