Slaesforce FAQ

does salesforce have voice notes

by Devon Cummings Jr. Published 2 years ago Updated 2 years ago
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Required Editions and User Permissions
On a Voice Call record, go to the Call Notes section. In the Call Resolution field, select the answer that best describes the call's outcome. The available choices depend on what your Salesforce admin has configured. In the Description field, jot down information about the call.

What is Salesforce voice and why does it matter?

“Voice allows companies to command and draw insight from Salesforce in a natural way, making an already powerful system even more powerful.” But as we discovered when we set about building voice capabilities into the Salesforce Platform, it’s not enough to simply design a personable chatbot. “You’ve got to go deeper than that,” says Núñez.

What is the Salesforce voice and tone module?

This module walks you through the basics of writing in our Salesforce voice and tone, in order to reach our audience better. (Additionally, we make our complete brand style guide, including sections on voice and tone, available to the public.)

What devices can I use voice assist for Salesforce with?

Voice Assist for Salesforce can be used with any phone or internet enabled device. Support is included in the Voice Assist for Salesforce package. Voice Assist is a cloud-based speech platform that eliminates the need to use a keyboard or keypad to interact, communicate, connect or transact using any application on any phone or device.

What is notes in Salesforce lightning experience?

Welcome to the Notes home page, one of the “it” features available only in Lightning Experience. Available from the navigation bar, Notes is your hub for accessing and managing all of the notes you have permission to see, whether they’re related to records or not.

Why is voice important in business?

Does Salesforce have AI?

About this website

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Does Salesforce have voice to text?

Voice Assist for Salesforce is a complete “hands and eyes free” solution that provides speech to text and text to speech access to Salesforce Standard objects (Accounts, Contacts, Opportunities, Activities, and Chatter) and Custom objects.

Does Salesforce integrate with voice?

Voice integrates intelligent telephony into Salesforce for a seamless agent experience. Agents can talk with your customers using an intuitive softphone that leverages the power of Amazon Connect, including real-time call transcription.

Does Salesforce have call recording?

Record calls with your Salesforce® leads and contacts Automatic call recording doesn't have to be a hassle. You can record your normal SIM calls without any technical implementation.

How do I listen to a recording in Salesforce?

Alternatively, open the App Launcher, enter Voice , and select Voice Calls. Click the Voice Call record for the call that you want to listen to. To listen to the recording, click the Play icon on the Call Audio Player [1]. To fast forward or rewind by 15 seconds, click the circular arrows.

Does Salesforce have a telephony system?

Integrating Telephony with Salesforce provides one easy interface to access your CRM data, alongside your digital telephone. This means wherever you are working, you have the ability to make and receive calls directly from within Salesforce.

Does Salesforce have live chat?

Salesforce Chat (formerly “Salesforce Live Agent”) is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users.

Can Gong log calls in Salesforce?

Gong automatically records, tracks, and logs calls in Salesforce and makes calls searchable. Once you connect to Salesforce, you and your team can search and analyze conversations based on Salesforce fields (like stage or amount) and push conversation data to Salesforce.

How can I listen to a call recording?

Find a recorded callOpen the Phone app .Tap Recents .Tap on the caller you recorded. If you recorded the most recent call: Go to the player in the "Recents" screen. If you recorded a previous call: Tap History. ... Tap Play .Optional: To share a recorded call, tap Share .

What is service cloud voice?

Service Cloud Voice is the first technology to provide personalized experiences for voice calls. With intuitive technology and real-time access to 360-degree customer views, agents are equipped with the information they need to tailor the customer experience every time.

Does Gong record every call?

Always one of the first questions we hear. And we get it. It's recording every customer interaction. Turns out: Reps that have experienced Gong are actually the biggest advocates for call recording software.

Where are Amazon Connect call recordings stored?

Amazon S3 bucketRecordings are stored in the Amazon S3 bucket that are created for your instance. Any user or application with the appropriate permissions can access the recordings in the Amazon S3 bucket. Encryption is enabled by default for all call recordings using Amazon S3 server-side encryption with KMS.

How do I record a call on Amazon Connect?

Review recordings/transcripts of past conversations Log in to Amazon Connect with a user account that has permissions to access recordings. In Amazon Connect choose Analytics, Contact search. Filter the list of contacts by date, agent login, phone number, or other criteria. Choose Search.

What is voice assist in Salesforce?

Voice Assist for Salesforce is a complete “hands and eyes free” solution that provides speech to text and text to speech access to Salesforce Standard objects (Accounts, Contacts, Opportunities, Activities, and Chatter) and Custom objects. The mobile user seamlessly connects to Voice Assist from their phone and speaks to record their data in Salesforce. The Voice Assist software in the cloud transcribes the spoken words into text and updates the Salesforce data. Just say, "Log a call", "Call a Salesforce Contact", "Update Account", "Update Opportunity", "Create a Task", Create an Opportunity", "Create Event", "Listen to Chatter", "Post to Chatter", and more.#N#In addition to normal Salesforce activity of looking up information, working through task lists, and updating activities, the mobile Salesforce user has to react to incoming text and email messages. Voice Assist can read and reply to emails, and send and receive text messages.#N#In the interest of safety, complying with the law, and increasing productivity (no more wasted time stopping at coffee shops), Voice Assist is the right solution for the modern, mobile workforce.

What is voice assist?

Voice Assist is a cloud-based speech platform that eliminates the need to use a keyboard or keypad to interact, communicate, connect or transact using any application on any phone or device.

Boost agent productivity

Give your customers a consistent and efficient service experience on every call with Service Cloud Voice. Agents now have instant access to a complete view of the customer and better tools and insights. That way, they can close cases faster.

Integrate calls easily

Integrate Service Cloud Voice with the telephony partner of your choice, or purchase pre-integrated out-of-the-box telephony from Amazon Connect.* Agents can help customers more effectively when your phone channel runs seamlessly inside of Service Cloud — right alongside your web and social channels.

Answer the phone with AI

Bring the power of AI to your phone calls with Service Cloud Voice. Agents can reduce average handle times and deliver a seamless customer experience with the help of voice transcription and AI-powered recommendations from Einstein.

Make it personal

Transform your call center with proactive and personalized service. Service teams can exceed customer expectations with accurate purchase history and a full view of prior customer conversations. Your agents won’t need to put people on hold, fumble for answers, or transfer customers to other departments.

Optimize training and management

Contact center supervisors constantly monitor customer calls for new issues where agents need further training. But managers don’t always have the right tools to get this crucial information. Give supervisors real-time insight with Service Cloud Voice.

Look how one of our customers turned its contact center into a hub of personalized, intelligent service

Look how one of our customers turned its contact center into a hub of personalized, intelligent service.

Contact Center Software: Call Center Management by Service Cloud

Service Cloud is call center software, built on a SaaS model, that empowers your company to manage customer service in the cloud.

Why is the right voice important in Salesforce?

The right voice makes people feel at home —because you’re speaking their language. Voice also communicates what a brand is all about. At Salesforce, we have a distinct voice and tone that shows our personality and makes customers feel at ease. This module walks you through the basics of writing in our Salesforce voice and tone, ...

What is voice in marketing?

Voice is basically a combination of two things: What you want to convey about your brand. How users should feel about their experience with your brand. Our voice is who we are. It is the core of our personality, and it should stay consistent across all our content.

What is a library in Salesforce?

Libraries are a way to organize content and share content with colleagues. You can even create folders within libraries, to better organize your content. Search (3) to find files. Upload new files to Salesforce Files (4) so you can attach them to records and share them with colleagues, groups, or customers.

Is Salesforce Classic supported by Lightning Experience?

Some of the older types of files in Salesforce Classic aren’t fully supported or supported at all in Lightning Experience. If you use any of these features, here are a few things to keep in mind.

Why is voice important in business?

By freeing people up from the task of keying in data, voice can give them an easier way to enter vital details about their activities into the company system. “Humans were born to talk, not type — voice supports a natural inclination to divulge more pertinent information as we speak,” says Machado.

Does Salesforce have AI?

Salesforce’s AI experts work closely with the Einstein Voice team to ensure that their offerings incorporate the latest advances in machine learning and NLP. While we are not yet at the point where voice assistants can do everything in the way that humans do, it’s these advances that are making voice-enabled devices more capable of handling nuance in conversation, and more readily adaptable to different contexts.

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