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To embed a call recording player in task records, perform the following steps:
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At the top of the list of Visualforce pages, click New.
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A new Visualforce Page appears. |
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Type the following information:
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Copy the following code and paste in to Visual Markup:
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<apex:page showHeader="false" sidebar="false" standardController="Task">
<apex:iframe src="https://cloudx.contact-world.net/callcentre/callAnalytics/playaudiomatch.aspx?guid={!Task.CallObject}&autoplay=false" scrolling="true"/>
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The URL in the example code accesses call recordings on Cloud x. If you want to access call recordings on a different cloud, change the cloud number—the number after 'cloud'—in the URL accordingly. For example, to access the call recordings on Cloud 12345, use https://cloud12345.contact-world.net/callcentre/callAnalytics/playaudiomatch.aspx?guid={!Task.CallObject}&autoplay=false. |
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Info |
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If the call recording annotation feature is enabled for your account, you can use the call recording player with comments. For information about configuring the call recording annotation feature, see Configuring call recording annotation in Salesforce. |
How do I configure the Call Recording Player in Salesforce Classic?
If you are using Salesforce Classic, you must embed the Call Recording Player page into Salesforce tasks.
To embed the Call Recording Player page in task records, perform the following steps:
- Go to your Task object's Page Layouts within Setup in Salesforce.
- Locate the page layout that you want to add the embedded player callback action to and click Edit alongside. The page layout appears in edit mode.
In the top section, click Visualforce Pages. The available pages appear.
Optionally add a new section Add a new section and name it Call recordingRecording Player. For information about adding new Sections to page layouts, see see Salesforce help.Info Section Column Drag Embed Playerwidth 60% In the top section, click Visualforce Pages. The available pages appear.
Drag the Call Recording Player page down to the
new Call recording section.new Call Recording Player section.
Click the spanner icon in the upper-right corner of the
embedded player to edit the size of the player and so on.Column width 40% Call Recording Player page and set the width to 100%, the height to 250 and uncheck Show scrollbars. Click OK.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the call recording is played automatically.
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- Call Recording Player page appears.
How do I configure the Call Recording Player in Salesforce Lightning Experience?
If you are using Salesforce Lightning Experience, you must embed the Call Recording Player page into Salesforce tasks.
To embed the Call Recording Player page in task records, perform the following steps:
- Open a task record in Salesforce. Click the cog icon at the top right and click Edit Page. The task record's page layout appears.
- If you have previously added Call Recording Player in Salesforce Classic, delete the Call Recording Player section.
- In the left-hand panel, click VisualForce. A new VisualForce page appears on your page layout.
- In the Visualforce Page Name list in the right-hand panel, click Call Recording Player. Your newly added Visualforce page is changed to the Call Recording Player page.
- In the Height (in pixels) field, type 250.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Player page appears.
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