Excerpt used in Salesforce record display and popping in NewVoiceMediaVonage Contact Center and Opening a Salesforce record relating to a caller
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ContactWorld searches through the Salesforce records database using the caller's CLID. Depending on the number of Salesforce records found, one of the following events occurs: |
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- If the search returns one result, ContactPad displays a link to the found record.
If you are not using Service Cloud, click this link to pop the record. This link remains in ContactPad until you have made or received another call.
If you are using Service Cloud in Salesforce Classic,
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- Vonage Contact Center pops the record in the main Service Cloud window. The call is automatically linked to this record.
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If the search returns multiple records, ContactPad displays a link to the search results.
If you are not using Service Cloud, click this link to pop the record. This link remains in ContactPad until you have made or received another call.
If you are using Service Cloud in Salesforce Classic, ContactWorld pops a list of matching records. Click to pop the record that you want in the main Service Cloud window. The call is automatically linked to the record you pop.
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