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Hello,

 

We have been using service cloud voice (With AWS Connect). I was asked if agent can take a notes while on the call with customers. I thought SF provides this feature but I guess that is not the case. Any suggestion would be appreciated.

 

Thank You,

Kajal

5 answers
  1. Jun 21, 2024, 1:40 PM

    @Kajal Patel - There wouldn't be an Activity timeline on the Voice Call record. Temple is referencing the activity timeline of the Contact, Lead, Account the Voice Calls would be related to. We are indeed using the Description field (which we titled Call Resolution on record page) which we've placed on the Voice Call record page via the 'Related Record' component. You can then choose which action you want to have happen upon saving the Description/Notes during a call; Update Record, etc.

    - There wouldn't be an Activity timeline on the Voice Call record. Temple is referencing the activity timeline of the Contact, Lead, Account the Voice Calls would be related to.

    VC Lead.png

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