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HI HVS team!

 

Working on setting up Call Results using Lightning Dialer for High Velocity Sales. 

 

In Setup, it says that to enable Call Results user must have the "View Setup and Configuration" permission.  Is there a workaround for this?  For a necessary but simple end-user input "Yes my call connected" or "No I left a voicemail" the requirement to access Setup is concerning.

 

Secondly, on Log a Call from Lightning Dialer, is there a way to remove the Auto-Log feature at a system level?  We require our Sales Reps to enter additional information about their calls.  If Auto-Log is on, the user can miss mandatory fields on the Log a Call global action, which then results in the call not being logged.

 

Third issue - Log a Call is global.  We contextualise our Log a Call based on the object - Lead, Account, Contact or Opportunity.  Is there a way to use the object quick action depending on the record (Lead or Contact) being dialled?

 

Any guidance is appreciated!

4 Kommentare
  1. 4. Nov. 2020, 22:44
    Hi @Matthew Reive, your understanding is correct. There was a deep internal reason why View Setup and Configuration is required.
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