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If the caller's number is not matched to a record in Salesforce, ContactPad displays 'No Matches Found'. You can search for an appropriate Salesforce record to open. To find a record, click Search. Type the caller's name and click Search. If a record or records are located, a list containing the matched record or records appears. Click the record you want to open: - If you are working in the Service Cloud, the record you select pops in the Service Cloud window.
- If you are working in the Sales Cloud, the record opens in another browser tab or window.
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| 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.
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| If the caller's number is matched multiple records in Salesforce, a list of matched records appears in ContactPad. Select the record you want to open in the list: - If you are working in the Service Cloud, the record you select pops in the Service Cloud window.
- If you are working in the Sales Cloud, the record opens in another browser tab or window.
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If the search returns no results, or you want to relate the call to a different record, you can open a record manually. You can locate the required record using either Salesforce views or Salesforce search.
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The record that you open manually is not automatically linked to the call. To link this record to the call click Log a Call. Click the Link call to name button to link the call with the record. |