When an agent makes a call using NewVoiceMediaor receives an interaction using Vonage Contact Center, the agent can set a disposition code associated with that callinteraction. For more information about disposition codes, see Disposition codes for NewVoiceMedia Vonage Contact Center in Salesforce. Anchor top top
You have three different ways to configure disposition codes:
- Configuring disposition codes using Log a Call
- Configuring setting the disposition code for an interaction based on the interaction's outcome
- Configuring disposition codes using custom components and Apex
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1. Configuring disposition codes using Log a Call
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Agents can set a disposition code using the Salesforce Log a Call area for voice interactions only. |
If your agents use Log a Call to add notes and other details during a callvoice interaction, you can configure disposition codes in the Log a Call area. If your agents do not use Log a Call, you can still configure disposition codes using custom components and Apex. For information about configuring disposition codes using custom components and Apex, see Configuring disposition codes for NewVoiceMedia in Salesforceusing custom components and Apex section later in this page.
How do I enable agents to select a disposition code for a
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voice interaction using Log a Call?
Before an agent can select a disposition code for a callvoice interaction, you must create a disposition code field (or use an existing field) and make the field available in the Log a Call area in applicable Salesforce objects.
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An agent can now see and use the disposition code field in the Log a Call area. For information about setting the disposition code, see Setting disposition codes for NewVoiceMedia Vonage Contact Center in Salesforce.
How can I ensure that Salesforce notifies
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Vonage Contact Center whether an agent has provided a disposition code?
If the enforced disposition codes feature is enabled for your account, you must firstly first configure the feature in NewVoiceMediaVonage Contact Center. For information about configuring the enforced disposition codes feature in NewVoiceMediaVonage Contact Center, see Configuring enforced disposition codes. You must then configure Salesforce to notify NewVoiceMedia Vonage Contact Center whether an agent has provided a disposition code.
To configure Salesforce to notify NewVoiceMedia Vonage Contact Center whether the agent has provided a disposition code, add the following information to custom settings:
Custom Settings field | Description | Example |
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Log a Call Disposition Code Field | The disposition code field's API name. You must have added the disposition code field to the Log a Call area as described in the previous section. | Disposition_code__c |
ContactWorld Account Key | Your NewVoiceMedia Vonage Contact Center account key. You must also set your API token for the account key. For information about setting your API token, see Configuring NewVoiceMedia Vonage Contact Center API authentication tokens. You may have already added this information to configure another feature. | polik21xpsu |
For information about editing custom settings, see Configuring custom settings for optional NewVoiceMedia Vonage Contact Center features in Salesforce.
When an agent clicks to save their changes in Log a Call, Salesforce notifies NewVoiceMedia Vonage Contact Center whether the agent has provided a value value in the specified disposition code field.
2. Configuring setting the disposition code for a voice interaction based on the interaction's outcome
If enabled for your account, you can configure Vonage Contact Center in Salesforce to automatically set the disposition code for an outbound voice interaction based on what happened to the interaction. To configure this feature, you must map interaction outcomes to disposition codes.
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3. Configuring disposition codes using custom components and Apex
If the enforced disposition codes feature is enabled for your account and your your agents use custom components during a call an interaction rather than Log a Call, you can configure the custom component to set disposition codes as required.
How do I configure a custom component to set a disposition code for
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an interaction in Vonage Contact Center?
To configure the custom component to set disposition codes, use call the SetDispositionCodeForCurrentCall
method in the DispositionCodeService
class provided in the Vonage Contact Center package. Use the following Apex code to in your component:
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When your custom component runs the configured Apex code, the DispositionCodeService sets the disposition code for the interaction in Vonage Contact Center.
Visualforce example
You can use the DispositionCodeService
Visualforce or Lightning @AuraEnabled
methods.
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The following example is for a Visualforce page with a drop-down menu and a button to set the disposition code for the |
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current user:
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Flows example
You can use the DispositionCodeService
in a Flow.
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To use the
When you have created the Apex class, use the Flow Builder to create a flow that uses the class:
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DML statements, asynchronous Apex, scheduled Apex, sending email
The SetDispositionCodeForCurrentCall
method makes HTTP callouts to Vonage Contact Center, so you cannot run DML statements, asynchronous Apex (such as future methods and batch Apex jobs), or scheduled Apex, or send email before calling this code. For further information, see Salesforce help.
If you need to perform any such tasks before calling the SetDispositionCodeForCurrentCall
method, wrap the call in a future method. For information about future methods and Salesforce limits with future methods, see Salesforce help.
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How do I display the disposition code in the
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interaction's task record in Salesforce?
You can optionally display the disposition code's value in the related callinteraction's task record.
To display the disposition code in the task record, you must firstly first specify, in custom settings, the field that will contain the disposition code. You can use the standard Call Result (CallDisposition) task field or create a custom field for this purpose. For information about information about editing custom settings, see Configuring custom settings for optional NewVoiceMedia Vonage Contact Center features in Salesforce.
When your custom component runs the configured Apex code, the DispositionCodeService sets the specfied specified field's value to the value represented by DISPOSITION_CODE_VALUE
in the code.
Next, you must add the field to the task's page layout.
Configuring setting the disposition code for a call based on the call's outcome
If enabled for your account, you can configure NewVoiceMedia in Salesforce to automatically set the disposition code for an outbound call based on what happened to the call. To configure this feature, you must map call outcomes to disposition codes.
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