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If the Quality Management feature is enabled for your account, you can use the enhanced call recording player. For information about configuring Quality Management, see Configuring Quality Management in Salesforce. |
How do I configure the Call Recording Player in Salesforce Classic?
If you are using Salesforce Classic, you must embed the Call Recording Player page into Salesforce tasks.
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- Go to your Task object's Page Layouts within Setup in Salesforce.
- Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.
- Add a new section and name it Call Recording Player. For information about adding new Sections to page layouts, see Salesforce help.
In the top section, click Visualforce Pages. The available pages appear.
Drag the Call Recording Player page down to the new Call Recording Player section.
Click the spanner icon in the upper-right corner of the Call Recording Player page and set the width to 100%, the height to 250 and uncheck Show scrollbars. Click OK.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Player page appears.
How do I configure the Call Recording Player in Salesforce Lightning Experience?
If you are using Salesforce Lightning Experience, you must embed the Call Recording Player page into Salesforce tasks.
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