Call Log

This setup is where you update Salesforce objects created in the Object Creation section, along with fields based on Channel Object, Call Type, and Event. For example, you can update the customer details field in an object once the call is dropped or when a disposition is set.

Follow these steps to decide what Salesforce objects are to be updated:

1. Click + Add call log button.

2. Expand the newly created call log and select the following fields in the When to update section:

   1. Channel Object - Select a Channel Object from the dropdown list.

   2. Channel Call Type - Select a Channel Call Type from the dropdown list.

   3. Channel Event - Select a Channel Event from the dropdown list.

      Note:

      The values that are displayed in the dropdown list for all the fields are configured in the Configure Channel Section of the Acqueon Workspace Admin application.

3. Follow the steps below in the What to update section:

   1. Select the created Salesforce Object from the dropdown list and click + Add fields to be updated button, and complete the following information:

      1. Choose Fields to be updated – Select the field from this dropdown list that displays all the fields that are associated with the selected Salesforce object.

      2. Source Object Type – Select what type of object needs to be assigned for the field from the dropdown list.

         1. If you select Channel Object, you need to enter the Channel Object, Group, and Variable for the field.

         2. If you select Static Value, you need to provide a label or task name for the field.

         3. If you select User Variable, you need to provide a user variable from the dropdown list.

      3. Channel Object - Select a Channel Object from the dropdown list.

      4. Channel Group - Select a Channel Group from the dropdown list containing channel types.

      5. Channel Variable - Select a Channel Group from the dropdown list containing channel variables. The values displayed in the dropdown list vary based on the selection of the Channel Group.

      6. To delete any field, click the corresponding Delete icon.

   2. When you want to update multiple values to a field, follow the steps below:

      1. Click + Add SF Field Object button.

      2. Select the field details as we did above to create a new value for the same field. For example, you have initially added the call type to the field using + Add fields to be updated button. You can use the + Add SF Field Object button to add a new value, like contact nature, to the same field.

      3. You can add multiple values based on requirements.

         Note:

         Multiple values that are added for the same field can be concatenated together and updated.

      4. To delete any SF field object, click the corresponding Delete icon.

4. You can add multiple call logs based on your requirements.

To delete any call log, click the corresponding Delete icon.

Click SAVE & NEXT to navigate to the Manual Log page. You can also click SUBMIT & CLOSE to save the changes and close the page.

To navigate the previous process page, click PREVIOUS.