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How do I add the New Callback action to Contacts or Leads?

If you are using Salesforce Classic, and if enabled for the account, an agent can schedule a callback. Scheduling a callback creates a reminder that prompts the agent to call a contact or lead at a time that's more convenient for them.

Before an agent can use this feature, you must add the New Callback action to the publisher actions area on Contact, Lead, or both, objects.

Note

You can currently use this feature only with Contact and Lead objects.

Because quick actions appear in the Chatter feed, to use the New Callback quick action, you must enable Chatter in your Salesforce org.



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Page Treechildren
rootConfiguring ContactWorld in Salesforce (optional tasks)call logging in task records
pageConfiguring call logging in task records



To add the action to a Contact page layout perform the following steps:

  1. Go to your Contact object's Page Layouts within Setup in Salesforce.
  2. Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.

  3. In the top section, click Actions. The available actions appear.

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    Drag New Callback down to the Actions in the Publisher area.


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    New Callback action



  4. Click Save. The task page layout is saved. When you open a Contact record, the New Callback action appears in the publisher actions area.

...

You must then add the following information to custom settings:

Value

Custom Settings field

Example

Your ContactWorld account keyContactWorld Account Keypolik21xpsu
The API token for your ContactWorld account keyContactWorld API Authentication TokenznEJrJ66Ak+CC8e+GHCq4Iy8lzx5YIlv4tfuCtY6Rue=

For information about editing custom settings, see Configuring custom settings for optional ContactWorld NewVoiceMedia features in Salesforce.

Agents can now schedule a callback in Contact or Lead objects. For information about scheduling a callback, see Using callbacks using ContactWorld NewVoiceMedia in Salesforce.