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From version 2.4 of ContactWorld for Salesforce (CW4SF), if enabled for your account, you can configure CW4SF to dynamically select a callback number. The dynamically selected callback number takes precedence for individual calls over both the callback number defined by your agent in ContactPad and your account's default callback number. For information on callback numbers, see Callback numbers.
You can use this feature in various ways depending on how your Salesforce org is set up. To override callback numbers, you must create a custom Apex class that implements the NVMContactWorld.ISelectPresentedClid interface and defines the GetPresentedClid method. The GetPresentedClid method describes how CW4SF can generate or locate the callback number. CW4SF can then present this number as the callback number.
To create the custom class, you must be familiar with creating Apex classes in Salesforce. For information on creating Apex classes, see Salesforce help.
global interface ISelectPresentedClid{
String GetPresentedClid(String clickToDialResult);
}
The clickToDialResult
contains the phone number that the agent clicked to dial, and the object ID and type of the Salesforce object from which the agent clicked. clickToDialResult
is in JSON string format, for example, {"number":"4155551212","objectId":"001x0000003DIGj","object":"Account"}
. You do not need to provide clickToDialResult
because Salesforce passes the value to the method for you when an agent initiates a Click to dial event.
GetPresentedClid
returns the callback number as a String object.
CW4SF validates the value returned by the GetPresentedClid method according to the following rules:
- if a null value is returned, the Click to dial call continues and CW4SF uses the agent's default callback number, if set, or the account's default callback number
- if a non-null value is returned but the value is not configured as a callback number for the account, the agent receives an error message
- if a non-null value is returned and the value is configured as a callback number for the account, but that callback number is restricted from the agent, the agent receives an error message
- if a non-null value is returned and if the value is configured as a callback number for the account and that callback number is not restricted from the agent, the Click to dial call continues, and the value is used as the callback number for the call
Example 1
In our first example, the presented callback number is stored in and retrieved from a custom field, called ClickToDialPresentedClid, on an Account object. Firstly we created an Account object field called ClickToDialPresentedClid. For information on creating custom fields, see Salesforce help.
Secondly, we created a new Apex class called SelectPresentedClidForContactByAccount
:
global class SelectPresentedClidForContactByAccount implements NVMContactWorld.ISelectPresentedClid{
// The clickToDialResult parameter contains the response string from the Salesforce ClickToDial event.
// Salesforce passes the clickToDialResult parameter to us:
// for example '{number: "07890123456", objectId: "0032000001FTGSo", object: "Contact"}'
// Find more information at: https://www.salesforce.com/us/developer/docs/api_cti/Content/sforce_api_cti_onclicktodial.htm
global String GetPresentedClid(String clickToDialResult){
Map<String,Object> clickToDialResultMap = (Map<String,Object>)JSON.deserializeUntyped(clickToDialResult);
String contactId = (String)clickToDialResultMap.get('objectId');
Contact c = [SELECT Id, AccountId FROM Contact WHERE Id = :contactId];
Account a = [SELECT Id, ClickToDialPresentedClid__c FROM Account WHERE Id = :c.AccountId];
String presentedClid = a.ClickToDialPresentedClid__c;
return presentedClid;
}
}
When an agent clicks to dial a number in a contact record, CW4SF runs our GetPresentedClid
method in the SelectPresentedClidForContactByAccount
class, which implements the ISelectPresentedClid
interface. The GetPresentedClid
method performs the following tasks:
- receives the details (
clickToDialResult
) of the Click to dial event - uses the
objectId
from clickToDialResult
to identify the contact record from which the agent initiated the call - locates the record for the account to which the contact belongs
- returns the number from the custom field (
ClickToDialPresentedClid__c
) on the account record
CW4SF uses the returned number as the callback number. The number appears both in ContactPad and on handset of the person that the agent has clicked to dial.
Example 2
In our second example, the presented callback number is set according to whether the customer's telephone number is a mobile—or cell—number, a number with a London area code, or other number.
The Apex class that implements NVMContactWorld.SelectPresentedClidByPolicy
is called SelectPresentedClidForContactByAccount
:
global class SelectPresentedClidByPolicy implements NVMContactWorld.ISelectPresentedClid{
// The clickToDialResult parameter contains the response string from the Salesforce ClickToDial event.
// Salesforce passes the clickToDialResult parameter to us:
// for example '{number: "07890123456", objectId: "0032000001FTGSo", object: "Contact"}'
// Find more information at: https://www.salesforce.com/us/developer/docs/api_cti/Content/sforce_api_cti_onclicktodial.htm
global String GetPresentedClid(String clickToDialResult){
Map<String,Object> clickToDialResultMap = (Map<String,Object>)JSON.deserializeUntyped(clickToDialResult);
String customerNumber = (String)clickToDialResultMap.get('number');
//Account default
String presentedClid = '01234567890';
if (customerNumber.startsWith('07') || customerNumber.startsWith('+447')) {
//Mobile, or cell, numbers
presentedClid = '07123456789';
} else if (customerNumber.startsWith('0207') || customerNumber.startsWith('+44207')) {
//Basingstoke numbers
presentedClid = '02071234567';
}
return presentedClid;
}
}
When an agent clicks to dial a number in a contact record, CW4SF runs the GetPresentedClid
method in the SelectPresentedClidByPolicy
. The GetPresentedClid
method performs the following tasks:
- receives the details (
clickToDialResult
) of the Click to dial event - uses the
number
from clickToDialResult
to identify the customer's telephone number, which the agent clicked to dial - returns the appropriate number:
- if the customer's number is a mobile number, the method returns a mobile number
- if the customer's number has a London area code, the method returns a London area code
- if the customer's number is any other number, the method returns the default number (01234567890)
CW4SF uses the returned number as the callback number. The number appears both in ContactPad and on handset of the person that the agent has clicked to dial.