When an agent makes or receives a call, if call recording is enabled and configured, the agent can record the call. For information about recording calls, see Call recording. Call recordings are stored in ContactWorld. To access the call recordings, you must log in to ContactWorld and locate the recording in the Call Recordings module. Alternatively, you can embed a call recording player in Salesforce task records that are created at the end of calls. This player automatically plays the relevant call recording when you access the Salesforce task record.
You can also add links to call recordings to task records. For information about adding call recording links, see Adding a call recording link to Salesforce tasks.
To embed a call recording player in task records, perform the following steps:
- Go to Visualforce Pages within Setup in Salesforce.
At the top of the list of Visualforce pages, click New.
A new Visualforce Page appears.
Type the following information:
Field Description Example Label A label that identifies the page in Setup tools. Embed Player Name The unique name that identifies the page in the API. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page. Embed_Player Description An optional description of the page. Use to embed a call recording into the related Salesforce activity record Copy the following code and paste in to Visual Markup:
Embedding a call recording player<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"/> </apex:page>
Set cloud number
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.- Click Save. The code for your call recording player is saved. You must now add the Visualforce page to the appropriate page layout.
- Go to your Task object's page layouts, within Setup.
- Locate the task page layout that you want to add the embedded player 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 and name it Call recording. For information about adding new Sections to page layouts, see Salesforce help.Drag Embed Player down to the new Call recording section. Click the spanner icon in the upper-right corner of the embedded player to edit the size of the player and so on.
- Click Save. The task page layout is saved. When you open a task record with a call recording, the call recording is played automatically.
You must be logged in to ContactWorld for the recording to play.