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#Voice Call Record4 diskutieren mit

Hi all,

We are using Service Cloud Voice with partner telephony. Voice Calls show up in the activity timeline on Account and Contact records, which is good, but the entry only shows the Voice Call link, duration, date, day, related record and agent.

I want to show more detail there, ideally a call summary field so users can see what the call was about without opening every Voice Call record. 

How do I add more fields to the Voice Call entry in the Account/Contact activity feed/timeline?

 

Where is this controlled, and how do I add fields to it? Is it a compact layout, a page layout, something in the Lightning App Builder, or somewhere else entirely?  

I have not been able to work out which setting drives that entry. 

Also , we are retiring the Log a call task as part of migration hence that will be also be no longer available.

If this is not something you can configure, I would be glad to hear what others are doing instead on Account and Contact pages.

Thanks. 

 

#Service Cloud Voice  #Voice Call Record  #Salesforce Developer  #Salesforce Admin  #TrailblazerCommunity

6 Antworten
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Hi all,

We are using Service Cloud Voice with partner telephony. Voice Calls show up in the activity timeline on Account and Contact records, which is good, but the entry only shows the Voice Call link, duration, date, day, related record and agent.

I want to show more detail there, ideally a call summary field so users can see what the call was about without opening every Voice Call record. 

How do I add more fields to the Voice Call entry in the Account/Contact activity feed/timeline?

 

 

Where is this controlled, and how do I add fields to it? Is it a compact layout, a page layout, something in the Lightning App Builder, or somewhere else entirely?  

I have not been able to work out which setting drives that entry. 

Also , we are retiring the Log a call task as part of migration hence that will be also be no longer available.

If this is not something you can configure, I would be glad to hear what others are doing instead on Account and Contact pages.

Thanks. 

 

 

 

#Service Cloud Voice  #Voice Call Record  #Salesforce Developer  #Salesforce Admin  #TrailblazerCommunity

2 Antworten
  1. 9. Okt., 06:48

    Hi @Digbijaya Paikaray

    , 

    Thanks for the suggestions. We are retiring the Log a call task feature as it will duplicate the Voice call record role hence that's not a permanent solution. As for Voice Call related list  we already have activity feed we do not want to clutter the standard object pages with extra components. 

    My main issue is that I am not able to figure out which compact layout is monitoring the Activity view for Voice Calls, I tried modifying the system default for Voice calls which is currently deployed but it was of no use.

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Anybody has an idea on how to set the "The after-conversation period now begins the moment a call ends."? It seems that, even after the spring 21 release, the agent still has to close the Voice Call Record before they are available for another call.

I can see there is a pilot for setting up some buffer time between a call and another but it would be useless if they still need to close the record to be available for a new call. Here the link with the release notes https://help.salesforce.com/articleView?id=release-notes.rn_voice_acw.htm&type=5&release=230

3 Kommentare
  1. 1. März 2021, 14:22
    at this time you need the pilot, which will eventually go ga (generally available)
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