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To use Quality Management, you must embed the Quality Management page into Salesforce tasks.

How do I configure Quality Management in Salesforce Classic?

If you are using Salesforce Classic, you must embed the Quality Management page into Salesforce tasks.

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  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 Quality Management. 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 Quality Management page down to the new Quality Management section.

    Quality Management in task page layout
  6. Click the spanner icon in the upper-right corner of the quality manager page and set the width to 100%, the height to 600px and enable show scrollbars. Click OK.

    Quality Management page properties

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

How do I configure Quality Management in Salesforce Lightning Experience?

If you are using Salesforce Lightning Experience, you must embed the Quality Management page into Salesforce tasks.

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