Overview

As an admin, you can create rules to configure Screen Pop, open Salesforce pages, create objects, and update call or manual logs for different call types and dispositions. These rules are based on the Channel Object, Call Type, and Event. You also map the required objects and fields to the Salesforce org as defined earlier in the Objects page of the Salesforce Configuration section.

Steps

The configuration process is displayed as a step-by-step process in the Workspace Admin interface when you add a new Workflow, guiding you through each step and showing your progress. Initially, all the existing rules will be displayed.

Follow these steps and monitor the progress bar to track your completion status.

To get here, perform these steps:

1. Log in to Workspace admin with system admin credentials.

2. Click and then click Admin.

3. From the dropdown menu, select Salesforce.

4. Click Workflow in the left navigation pane. Click +Add.

The Workflow process page is displayed.