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Configuring page layouts for adding and displaying call notes in Salesforce Classic

Configuring page layouts for adding and displaying call notes in Salesforce Classic

Apr 06, 2020



If enabled for your account, Vonage Contact Center creates a task record in Salesforce at the end of a call. For information on this change, see Call logging in task records. To make use of extra features that this behavior provides, you must perform the following tasks:

  • Add the Vonage Contact Center Log a Call button to the publisher actions area on appropriate Salesforce objects. For information about adding the button, see Adding the Log a Call action to a page layout in Salesforce Classic.

  • Ensure that appropriate user profiles can use the NVM_Tasks page layout when viewing tasks. The NVM_Tasks page layout is designed to work with the new call logging features.

  • Customize the Log a Call area (optional). For information about customizing this area, see Customizing the Log a Call area.

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