Presumably we can somehow use the "Pop to flow" option in the Softphone Layout in Call Center, but there is nothing we can find that tells us how we can pull in any variables from the call into the Flow, so we can only create a "dumb" Screen Flow starting from zero. Ideally we want to:
- Grab the Dialled Number
- Do a Lookup on Accounts to find a Record with that Phone Number
- Screenpop that Account
Does anybody know how we can do this? Using Flow, or any other means?
PS - I posted this on the Salesroce Developers forum already too :)
Thanks!
5 个回答
Hey Kundan,
You need to define auto launched flow which is create a account record then call this flow from softphone layout.But i'm not sure about how you manage those fields to populate value in new account record.
Stay Safe!
