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When an agent makes or receives a call, if call recording is enabled, the agent can record the call. For information about recording calls, see Call recording. Call recordings are stored in

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Vonage Contact Center. To access the call recordings, you must log in

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to Vonage Contact Center and locate the recording in the Call Recordings module. Alternatively, you can add a link to the recording in the Salesforce task record that is created at the end of the call. You can then use this link to go directly to the call recording in

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Vonage Contact Center.

You can also embed a call recording player in task records. For information about embedding a call recording player, see Embedding the call recording player in Salesforce tasks.

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rootConfiguring call recordings in task records

To add a link to the relevant call recording in ContactWorldVonage Contact Center, perform the following steps:

  1. Go to Activity Custom Fields within Setup in Salesforce.
  2. Click New. New Custom Field appears.

  3. In the Data Type section, click Formula. Click Next. Step 2 appears.

  4. Give the field a label, for example, Call recording link.

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    In Formula Return Type section, click Text. Click Next. Step 3 appears.

  5. Click the Advanced Formula tab.

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  6. Copy and paste the following code in to the Call recording link (text) = field:
    IF(CallObject = "", "", HYPERLINK("https://cloudx.contact-world.net***.cc.vonage.com/callcentre/callAnalytics/Call/" & CallObject & "", "Call Recording"))

    Note
    The URL in the example code accesses call recordings on Cloud x. To access call recordings on the appropriate cloud, provide the number of the cloud you are using in place of the x. For example, to access the call recordings on Cloud 12345, use https://cloud12345.contact-world.net/callcentre/callAnalytics/Call/.

    Replace *** in the URL with the correct subdomain for your region:

    Insert excerpt
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    Provide the following information:

    FieldDescription
    DescriptionThe description of the field, for future reference. For example, Displays a link to the call recording link in ContactWorldVonage Contact Center.
    Help TextHelp text that appears alongside the field. For example, Click to access the call recording.

    Click Next. Step 4 appears.

  7. Grant edit access to the field to user profiles as required.

    Click the Visible check boxes alongside the names of the appropriate profiles. Click Next. Step 5 appears.

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  8. Add the new field to the page layouts as required.

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    Click Save. The field is saved.

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