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ContactWorld is integrated with Salesforce1. You can therefore use ContactWorld features when you make calls to customers using the Salesforce app on your mobile phone.

If you see the desktop version of Salesforce on your mobile device instead of the mobile version, see Enabling ContactWorld in Salesforce1 for mobile devices.

To use ContactWorld on your mobile phone, perform the following steps:

  1. In the Salesforce app on your mobile device, open the contact, or other Salesforce object, you want to call.

    In the bottom right hand corner of the screen, tap the plus icon.

    Plus icon

  2. In the menu, click NVM Call.

     

    NVM Call

  3. If the contact has more than one phone number, tap the phone number you want to call.

     

    Call options

  4. Add notes during call.

    When you have completed making notes, tap Submit.

    Add notes

  5. At the end of the call, ContactWorld adds a call activity record in Salesforce that includes the call duration, start time, notes you provide during the call, and so on.

     

    Call activity

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