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While on a call, an agent can add notes to a task record that represents the call. The agent adds the notes from within an open Salesforce record. Vonage Contact Center saves these notes in the call's task record at the end of the call. For more information on adding notes during a call,

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see Logging a call during the call.

In addition to the free-text 

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Notes field, you can add other fields to the Log a Call area. You can add up to six standard task or custom activity fields.

To override the default

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subject of 'Outbound call to xxxxx' or 'Inbound call from xxxxx', add a Subject field to the Log a Call area.

Configuring call logging in task records
Note
titleData-type limitations
  • The fields can be of any data type other than Picklist (Multi-Select) or Lookup.
  • A known limitation in Salesforce Lightning Experience prevents Vonage Contact Center from accessing field-level security settings. This limitation means that Log a Call cannot restrict values in Picklist fields.
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rootConfiguring call logging in task records
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The following images show examples of these fields:

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  1. Ensure that the standard task or custom activity fields are set up correctly. For information about fields, see Salesforce help. To see a list of available task record fields, see Task record fields.

    Note
    Setting up the fields correctly includes:
    • Defining the field as required at the object level, if you want to ensure that a custom field is required in the Log a Call area. Defining the field as required in a page layout only affects the properties of the field in that page layout. For more information about required fields in Salesforce, see Salesforce help.
    • Defining the Field-Level Security settings for the field or fields to enable the agents to view and edit the fields as appropriate. For information about setting Field-Level Security, see Salesforce help.


  2. Add up to six names (not field labels) of standard fields or API names of custom fields, separated by commas with no spaces, to the Log A Call Additional Fields field in custom settings data. For information about editing custom settings, see Configuring custom settings for optional Vonage Contact Center features in Salesforce.
Note
titleAPI field names

When you create a custom field, Salesforce gives the field a unique API name. Use the API name to include the field in the Log a Call area. For more information about API names, see Salesforce help.

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