How do I add the New Callback action to Contacts or Leads?
If you are using Salesforce Classic, and if enabled for the account, an agent can schedule a callback. Scheduling a callback creates a reminder that prompts the agent to call a contact or lead at a time that's more convenient for them.
Before an agent can use this feature, you must add the New Callback action to the publisher actions area on Contact, Lead, or both, objects.
You can currently use this feature only with Contact and Lead objects.
Because quick actions appear in the Chatter feed, to use the New Callback quick action, you must enable Chatter in your Salesforce org.
- Configuring page layouts for adding and displaying call notes in Salesforce Classic
- Configuring a Log a Call console component for adding and displaying call notes in Salesforce Classic
- Saving Log a Call notes in task records
- Customizing the Log a Call area
- Hiding fields for relating calls to objects
- Enabling an agent to relate a call to multiple records
- Restricting which object types agents can relate calls to
- Populating the Due Date field on task records
- Setting Log a Call to automatically link the call to the record in focus
To add the action to a Contact page layout perform the following steps:
- Go to your Contact object's Page Layouts within Setup in Salesforce.
- Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.
In the top section, click Actions. The available actions appear.
Drag New Callback down to the Actions in the Publisher area.
Click Save. The task page layout is saved. When you open a Contact record, the New Callback action appears in the publisher actions area.
To add a New Callback action to a Lead page layout, perform the same steps as for the Contact page layout but expand Leads instead of Contacts in step 2.
You must then add the following information to custom settings:
Value | Custom Settings field | Example |
|---|---|---|
| Your ContactWorld account key | ContactWorld Account Key | polik21xpsu |
| The API token for your ContactWorld account key | ContactWorld API Authentication Token | znEJrJ66Ak+CC8e+GHCq4Iy8lzx5YIlv4tfuCtY6Rue= |
For information about editing custom settings, see Configuring custom settings for optional NewVoiceMedia features in Salesforce.
Agents can now schedule a callback in Contact or Lead objects. For information about scheduling a callback, see Using callbacks using NewVoiceMedia in Salesforce.