Task records provide an audit trail for each inbound or outbound call. In most circumstances, Vonage Contact Center (VCC) automatically creates a task record in Salesforce for every interaction handled by an agent. VCC assigns the task to the agent who last dealt with the interaction, and relates the task to the record representing the customer in Salesforce. If you make a call using Click to dial from a task record or use Connect to make a call to a Dial Entry based on a task, VCC doesn't create a new task for the call. Instead VCC updates the existing task record with call information and marks the task as complete. VCC saves notes relating to an interaction at the start of the next interaction. You can locate tasks in the following places:
To create an Activities tab that displays all task records, perform the following tasks:
- Create a Visualforce page that displays Activities:
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Develop.
- In the expanded list of items, click Pages. Visualforce Pages appears.
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. Activities 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. Activities Description An optional description of the page. A page that displays Activities on the Activities tab In the Visual Markup section, paste the following code:
<apex:page >
<apex:enhancedList type="Activity" height="600" />
</apex:page>- Click Save. The page is saved.
- Create a custom tab that uses the Visualforce page:
- Go to the Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Create.
- In the expanded list of items, click Tabs. Custom Tabs appears.
- In the Visualforce Tabs section click New. Step 1. Enter the Details appears.
Provide the following information:
Field Description Visualforce Page The Visualforce page to display in the tab. Select Activities [Activities]. Tab Label The text that appears in the tab label. Type the tab label text.
For example, Activities.Tab Name A unique name for the tab automatically generated when you type in the Tab Label field. Tab Style The color and image that the tab uses. Click Next. Step 2. Add to Profiles appears.
- Choose the user profiles for which the new tab is available. Click Next. Step 3. Add to Custom Apps appears.
- Choose the custom apps for which the new custom tab is available. Click Save. Your new tab is saved and appears in the list of Visualforce Tabs on Custom Tabs.
The Activities tab now appears for all configured profiles and apps.