Versions Compared

Old Version 1

changes.mady.by.user Helen Griffith

Saved on

compared with

New Version 2

changes.mady.by.user Helen Griffith

Saved on

Key

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

Insert excerpt
_ExcerptPopping
_ExcerptPopping
nopaneltrue

For information on record popping, see Salesforce record display and popping in ContactPad.

Section
Column
width60%

If the caller's number is matched to a single record in Salesforce, a link to the record appears in ContactPad.

    • If you are working in the Service Cloud, the record pops automatically.
    • If you are working in the Sales Cloud, click the record link. The record opens in another browser tab or window.
Column
width40%

Single Salesforce record match

...