Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to your Task object's Page Layouts within Setup in Salesforce.
  2. Locate the page layout that you want to add the callback action to and click Edit alongside. The page layout appears in edit mode.
  3. Add a new section and name it Call Recording Annotation. For information about adding new Sections to page layouts, see Salesforce help.
  4. In the top section, click Visualforce Pages. The available pages appear.

  5. Drag the Call Recording Annotation page down to the new Call Recording Annotation section.

    Quality Management in task page layoutImage Removed
  6. Click the spanner icon in the upper-right corner of the Call Recording Annotation page and set the width to 100%, the height to 600px and enable show scrollbars. Click OK.

    Quality Management page propertiesImage Removed

  7. Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Annotation page appears.
    Quality Management in taskImage Removed

How do I configure call recording annotation in Salesforce Lightning Experience?

...

  1. Open a task record in Salesforce. Click the cog icon at the top right and click Edit Page. The task record's page layout appears.
  2. If you have previously added Call Recording Annotation in Salesforce Classic, delete the Call Recording Annotation section.
  3. In the left-hand panel, click VisualForce. A new VisualForce page appears on your page layout.
  4. In the Visualforce Page Name list in the right-hand panel, click Call Recording Annotation. Your newly added Visualforce page is changed to the Call Recording Annotation Visualforce page.
  5. In the Height (in pixels) field, type 620.Quality Management in task page layout Image Removed
  6. Click Save. The task page layout is saved. When you open a task record with a call recording, the Call Recording Annotation page appears.
    Quality Management in taskImage Removed

Insert excerpt
_ExcerptQMPermissions
_ExcerptQMPermissions
nopaneltrue