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When you have installed NewVoiceMedia Vonage Contact Center into Salesforce and linked your NewVoiceMedia Vonage Contact Center account with Salesforce, in most circumstances, NewVoiceMedia Vonage Contact Center automatically creates a task record in Salesforce for every interaction handled by an agent. For information about tasks, see Call logging in task records.

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Task records provide an audit trail for each inbound or outbound call. You can locate tasks in the following places:

  • In theĀ Activity History (Salesforce Classic) or Past Activity (Salesforce Lightning Experience) sections in Contact, Leads, Accounts, Opportunities, and so on, as configured for your org.
  • In call center reports that use task records to show agent and team activity. For information about creating reports, seeĀ Running Salesforce call center reports.
  • In the Tasks tab (available in apps in Salesforce Lightning Experience).
  • In an Activities tab (in Salesforce Classic) that displays all task records.

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