Versions Compared

Key

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

ContactWorld is integrated with Salesforce1. You can therefore use ContactWorld features when you make calls to customers using the Salesforce app on your mobile phone.

Info

If you see the desktop version of Salesforce on your mobile device instead of the mobile version, see Enabling ContactWorld in Salesforce1 NewVoiceMedia in the Salesforce Mobile App for mobile devices.


To use ContactWorld on your mobile phone, perform the following steps:

  1. In the Salesforce app on your mobile device, open the contact, or other Salesforce object, you want to call.

    Section


    Column
    width60%

    In the bottom right hand corner of the screen, tap the plus icon.


    Column
    width40%

    Plus icon



  2. In the menu, click NVM Call.

    Section


    Column
    width60%

     



    Column
    width40%

    NVM Call



  3. If the contact has more than one phone number, tap the phone number you want to call.

    Section


     
    Column
    width60%



    Column
    width40%

    Call options



  4. Add notes during call.

    Section


    Column
    width60%

    When you have completed making notes, tap Submit.


    Column
    width40%

    Add notes



  5. At the end of the call, ContactWorld adds a call activity record in Salesforce that includes the call duration, start time, notes you provide during the call, and so on.

    Section


     
    Column
    width60%



    Column
    width40%

    Call activity