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Hi everyone, 

 

I wanted to ask if Salesforce Voice automatically associating Related Record field in Voice Call with the record you are displaying on screen is something standard from the Salesforce Voice package and if it is configurable in some way, deactivating it if possible. 

 

We have some custom processes that, for any type of Voice Call (Inbound, Outbound, Callback, etc.), search for any Contact or Lead that exists for the call's phone number and if any exist we fill the Related Record field on Voice Call with said records. Recently users have reported that when they are displaying another Contact or Lead on screen somehow this record ends up on the Related Record field of an unrelated call instead of the one found by our processes. We have debugged everything and we see that our flows do run and get the record correctly, but somehow get overridden by something. This something we suspect is something native from the Voice package. 

We have also tried to take control of this through the console workspace API but it is still happening. 

 

Does anybody have any info on this? Does this native functionality overriding our processes actually exist or have we just done this ourselves with our flows? 

 

Any help is welcome!

3 answers
  1. Aug 21, 4:38 PM

    Hey Santiago, 

     

    Glad that pointed you in a useful direction! Let us know how it goes once your users give feedback, would be good to confirm here for anyone else who runs into this same overriding behavior.

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I'm testing Unified Routing in an SDO (AWS). I've read this article about transfers. 

https://help.salesforce.com/s/articleView?id=service.voice_omni_unified_routing_transfer_destination.htm&type=5

 

 

I can see the list of transfer destinations has changed and flows are no longer there. Only being able to transfer to queues and profiles seems limited. Transfer to queues seems redundant as the Unified Routing guide recommends using a single holding queue. 

 

Without flows, how can you transfer and still make routing decisions to reskill?

4 answers
  1. Aug 6, 8:51 AM

    Hello @David Stevens  thank you for the response. However, it doesn't fully add up for me, because in AWS I have the ability to create different types of quick transfers, such as to a queue or a user. On the other hand, with Unified Routing and enabling a single contact flow, you can define the target dynamically within the flow, but the agent's input is not as flexible. In contrast, with Quick Connect, I see more flexibility on that side. 

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Has anyone found the release changes for contact center upgrade version 21.1? I'd like to get rid of the annoying orange bar on my screens but I'm not deploying unspecified changes.  

 

The documentation only shows v20.0:

https://help.salesforce.com/s/articleView?id=service.voice_cc21.htm&type=5

3 answers
  1. Jul 28, 2:22 PM

    I was informed that official Contact Center v21.1 release notes are expected to be published after August 5, 5:00 PM PST

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Previously I can be able to login amazon connect SAML instance with salesforce user.  

 

But now Unable to login SAML instance of amazon connect with Salesforce user. Setup>Partner Telephony Contact Centre> Open YOUR Contact center > Click 'Telephony Provider Settings'. when clicked the below page appear.

 

Unable to Login Amazon connect SAML Instance with IDP salesforce user and Inbound Call not receiving in omni channel.

 

 

In the SCCAC contact center connected with above SAML connect instance, active status achieved in omni channel when I login with amazon IAM user(not salesforce contact center user) in SAML connect instance in same window of browser, otherwise showing Log into Omni-Channel failed.

 

When the status is active 

  • The Incoming Voice call is not receiving in the omni channel where the same configuration worked before.
  • But the outbound calls are made with the omni channel and working fine.

image.png

 

 

What is the possible fixes for the above problem.

2 answers
  1. May 8, 12:22 PM

    @Naveen Kumar S these are two issues. The Insufficient Privileges page on Telephony Provider Settings

    usually points to access/configuration, not an Amazon Connect outage. Make sure the Salesforce user has the correct Service Cloud Voice / Partner Telephony permission sets and is added as a user on the Contact Center. Also check the Amazon Connect side. Salesforce permission sets do not automatically give the user Amazon Connect admin/security profile access. 

    Found a similar thread:

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000K0pExSAJ

     

     

    For the SAML login issue, I would also check whether the contact center SSO connected app access changed, whether the SAML certificate expired/changed, and whether the Salesforce user still maps correctly to the Amazon Connect user. Salesforce docs say Salesforce users with the Service Cloud Voice permission set should be automatically logged into the associated Amazon Connect instance when SSO is configured correctly. 

    https://help.salesforce.com/s/articleView?id=service.voice_amazon_config_sso.htm&type=5

    For the inbound call issue, since outbound works, the softphone/browser side is probably okay. I would check the inbound path: Amazon Connect phone number, contact flow, queue, routing profile, agent availability, Omni presence, capacity, and whether the VoiceCall record is created in Salesforce. If VoiceCall records are created but not routed, focus on Omni/routing config. If no VoiceCall is created, focus on Amazon Connect/contact flow/Salesforce integration.

    Also confirm you are not mixing Amazon external routing and Salesforce Omni-Channel Unified Routing in the same contact center. Salesforce docs say to use only one routing system per contact center.

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We have had several reports of agents having issues with the Omni channel call controls. These agents are actively answering calls via omni channel, but when voice call record opens and they try to reopen the omni channel widget to use the call controls the buttons/numbers are greyed out, and unclickable. They end up stuck with the caller on the phone but unable to transfer. 

 

Similarly, on occasions agents are able to make outbound calls via click to dial for known contacts but the keypad is greyed out/unclickable if they try to dial a number manually.

 

Has anyone else experienced similar issues? 

Thank You 

John

5 answers
  1. Jul 24, 12:58 PM

    The keypad going greyed out is usually just the CCP (Contact Control Panel) trying to establish a connection to Amazon Connect in the background. It normally only takes a few seconds, but if your internet is slow or unstable it can take a bit longer, and during that time the buttons stay unclickable.

    One thing that helps: go into your browser settings and add your Salesforce org URL to the "always keep active" tabs list, so the tab never goes to sleep in the background.  

     

    The keypad going greyed out is usually just the CCP (Contact Control Panel) trying to establish a connection to Amazon Connect in the background.

     

     

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We have agents reporting that when an inbound call comes in and the agent clicks accept, the call does not accept and then gets routed to another agent, and the original agent automatically goes offline. 

 

@* Service Cloud Voice * 

5 answers
  1. Jul 24, 11:46 AM

    HI @Osman Rehman , This can also happen if unified routing is enabled but not configured properly. If you have unified routing enabled in your contact center, make sure it's disabled unless it's fully set up. Also, when agents mark themselves online, tell them to wait until the dialpad's input bar becomes editable (you can actually type a number into it). There's usually a lag between marking yourself online and the dialpad actually going live,  that moment when the dialpad becomes editable is when you're actually online. 

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We are facing an issue in the Salesforce Service Cloud Voice SCC-AC integration where the caller name is not displayed during incoming calls.

Current behavior:

  • During the incoming call popup, only the phone number is displayed.
  • The caller/contact name is not shown in real time.
  • After the call ends, the VoiceCall record gets linked correctly to the Contact record.

Configuration already completed:

  • Enabled “Match Callers to End User Records” in Partner Telephony Setup.
  • Caller phone numbers are available in Salesforce records.
  • VoiceCall records are getting created successfully.

Expected behavior:

  • Caller name should appear during the incoming call itself instead of showing only the phone number.

 

Caller Name Not Showing During Incoming Calls in SCC-AC

Please assist with the required configuration changes or troubleshooting steps get the contact's name while incoming calls.

Thanks.

4 answers
  1. Jul 16, 11:51 AM

    If you're comparing different Salesforce CTI implementations, it can also be useful to see how other solutions handle real-time caller identification during screen pops. I came across 360 CTI

    while researching similar use cases: 

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HEVm1UAH 

    Out of curiosity, are you using the native Salesforce Voice connector with Amazon Connect, or a partner telephony integration? 

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We use Service Cloud Voice connected to Talkdesk. When a call comes in, we hear the default Omnichannel ringtone played, but at the  same time there is a second ring tone that goes "Doo-Dee-Doo" playing. We just can't figure out where that second ringtone is coming from. If we change our audio settings to take a call on a headset and have the Ringer Output go to our computer speakers, then the default omnichannel ringtone goes to the computer speakers and the Doo-Dee-Doo ringtone goes to the headset. 

 

This happens in both Chrome and Edge, so doesn't seem to be browser related. It happens in both our stage and prod environments. It happens to agents with different profiles. If I change the default ringtone in "Service Channels" or "Presence Settings", the default ringtone is replaced, but the Doo-Dee-Doo ringtone will still play at the same time as the custom ringtone.

 

Anyone else heard this Doo-Dee-Doo ringtone playing at the same time as the default Omni ring tone?

@* Service Cloud Voice * 

3 answers
  1. Jul 14, 12:11 PM

    @Rick Waller

    when you figured out the issue were you able to surpress one?  

     

    We are experiencing the same double tone with SCV and Five9 as our BYOT vendor. We have gotten the terminal answer of "it is a limitation" from Five9 who reports talking to the Salesforce product team. 

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Wondering if anyone could help shed some light on this for me.

a) What is the purpose of the standard ActivityId field, which is of type Lookup(Task), on the VoiceCall object (https://i.imgur.com/KbuTsfA.png)?

 

b) Does Salesforce plan on creating Activities/Tasks for Voice Calls in the future? They aren't being created now.

 

Context

 

Voice Call records don't appear in the Activity Timeline of the records they are related to (presumably because an Activity/Task isn't created for them). They also don't appear in Case Feeds (unlike Chat Transcripts for example). 

 

Why This is an Issue

 

This prevents us from being able to refer to a single view to see all interactions with a record in chronological order.

 

Voice Calls appear in a related list against a record.

 

My Plan

 

I'd like to set up a simple automation on the Voice Call object to create a Task for it (TaskSubtype = Call) when a call is completed.

 

I'm trying to figure out if there would be any harm in populating the ActivityId field on the Voice Call record with the record ID of the created Task.

3 comments
  1. Jul 7, 3:41 PM

    Hi guys,  

    i am experiencing the same issue, do you have some memories about the solution or workaround that you did to resolve this issue ? @Mohammad Housaini

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2 answers
  1. Jul 3, 12:10 PM

    @Ankit Vashishth The Agentforce-enabled trial or Developer Edition org didn't allow me to test Agentforce Contact Center features as it doesn't include the required permission sets. I procured a SDO using partner community and PLC and was able to setup ACC. However, if you have worked on ACC, can you help me understand how to call a SF procured toll-free US number without incurring charges?

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