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You can enable Connect to set the next contact time for a record. If enabled, when an agent completes or skips a call, Connect populates the NextContactTime__c field for the record with which the call is associated.

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  1. Optionally add a NextContactTime__c field to Salesforce objects. Currently the managed package provides a NextContactTime__c field for the Case, Contact, Lead, Task, and Event standard objects.
    To use next contact time with custom objects or additional standard objects, you must create a field for each custom object and each additional standard object you want to use in Dial Lists. Create custom fields with the following settings:

    SettingValue
    Data TypeDate/Time
    Field NameNextContactTime
    Field LabelNext Contact Time

    You do not need to add the fields to your page layouts.

  2. Enable Connect to populate the NextContactTime__c field.
    S
    elect the Use Next Contact Time field in custom settings in SalesforceFor information about configuring custom settings, see Creating or editing custom settings for Connect.

Popping related records

Connect always sets the NextContactTime__c field on the Dial List (focus) record AND always relates the task to the popped record. When you configure your Dial Lists to pop related records, the focus record and the popped record are not the same and the task record has no link to the focus record. This link is required if you want to update the value in NextContactTime__c on the focus object at a later time.

To provide that link, you must add lookup fields to your task object. A lookup field looks up and saves the ID of the record a call is associated with—the focus record; the ID provides a link from the task record to the focus record. Add a lookup field for all of the objects for which you will create Dial Lists and pop related records. For more information, see Dial Lists and related records.