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- #If i call from the salesforce app will it record it android
- #If i call from the salesforce app will it record it free
Cross Platform – Whether your users rock an iOS or Android device, they can download it from the respective app stores.
#If i call from the salesforce app will it record it free
Free to Download – Using Salesforce’s new mobile app is free because it is included with every Salesforce License.This is why Salesforce’s new mobile app released in Winter ‘20 is a great tool to utilize for both you and your users. There’s a good reason for that! Smartphones have enabled us to take our jobs that once needed a desktop or laptop on the road. Unless you’ve been unplugged in an underground bunker for the past decade, you’ve probably noticed everyone is walking around with a smartphone glued to their eyes or in their pocket. Within the Automations view, hover over the listing and select the “Delete” option from the dropdown menu on the right-hand side.If you haven’t already heard of or deployed Salesforce’s new mobile app to your users, then you’re in luck! Here, we’ll discuss why you should make use of this tool for your users we’ll also go over a few of the major updates in the new Salesforce app.
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To reactivate the Automation, follow the same procedure and click “Resume”. Within the Automations view, hover over the listing and select the “Pause” option from the dropdown menu on the right-hand side. If contact sync is not active, or if the caller isn’t matched as a contact in PhoneIQ then search the Phone Number using the Salesforce API: When enabled, if no object match is found in PhoneIQ, we will query Salesforce and search objects based on the callers phone number to an log activity. If more than one case or opportunity is found for the caller, then log the call against the: If multiple open cases or opportunities are found for the caller, PhoneIQ can log the call against the Newest or Oldest record. If there is an existing case or opportunity, log the call against: When enabled, if an existing open case or opportunity are found, the call will be logged as a SalesforceTask related to the object in question. Said new contact or lead wont be sync with PhoneIQ until its edited in Salesforce. If the caller is not a contact, lead, or account then create a: If the caller is not identified by caller ID, PhoneIQ can create a new contact or lead object with the caller ID as the first name in order to preserve information. Send recording URL to 3rd party apps: When enabled, the call recording URL will be shared and displayed using the Call Recording custom field within Salesforce tasks. The default object used to log the call: If multiple records share the same phone numbers, select against which object should the call be logged (Contact or Lead). Log as in progress: Logs the event in Salesforce as a Task and marks it as in progress.Ĭreate & Assign to New Case as completed: Creates a New Case in Salesforce with Status New and logs the event in Salesforce as a Task related to the case and marks it as completed.Ĭreate & Assign to New Case as in progress: Creates a New Case in Salesforce with Status New and logs the event in Salesforce as a Task related to the case and marks it as in progress.ĭo Nothing: No work flow automations are triggered in Salesforce. Log as completed: Logs the event in Salesforce as a Task and marks it as completed. Voicemail: Inbound calls from the PSTN to a PhoneIQ number that are sent to a Voicemail box.Ĭall Enqueued: Inbound calls from the PSTN that are enqueued and waiting to be handled by an agent. Missed Call: Inbound calls from the PSTN to a PhoneIQ number that are routed to a user but not answered.
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Inbound Call: Inbound calls from the PSTN to a PhoneIQ number that are answered by a user or IVR. Outbound Call: Outbound calls to the PSTN that establish a connection with the other party.Ĭanceled Call: Outbound calls to the PSTN that are canceled before establishing a connection with the other party. If an event qualifies for multiple automations, the following criteria of automation selection will be applied based on the automation criteria weight (the criteria with the highest weight will be selected).Ĭhoose what type of workflow automations you want to trigger based on the different events. NOTE: An event will only trigger one automation at a time. User: Will automate workflows based on events related to the chosen users. Phone Number: Will automate workflows based on events related to the chosen phone numbers. Ring Group: Will automate workflows based on events related to the chosen ring groups. Queue: Will automate workflows based on events related to the chosen queues. Administrators can choose between:ĭepartment: Will automate workflows based on events performed by all users of the selected departments. Each automation can only support one type of automation criteria but can include multiple rules.
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Select the criteria with which you want to automate workflows.
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