In the example below, we'll walk through adding the Call Start Time field. Select the Data Type for the custom field you are adding, and click on Next. Enter the Custom Field name from the table above into the Field Label area and press the < tab > key on your keyboard.
How do I add a call start time field?
In the example below, we'll walk through adding the Call Start Time field. Select the Data Type for the custom field you are adding, and click on Next. Enter the Custom Field name from the table above into the Field Label area and press the < tab > key on your keyboard. The Field Name should automatically populate. Click Next.
How to set up call centers in Salesforce Lightning mode?
Log in to Salesforce Lightning mode as an administrator. From the Setup icon click on Setup. Search for and click on Installed Packages. Verify that the installed 8x8 Virtual Office for Salesforce package is version 2.8. Then from Setup again, search for and click on Call Centers.
Can you use events and calendars in Salesforce?
Considerations for Using Events and Calendars in the Salesforce... Considerations for Using Content from External Sources in Email... Considerations for Using Your Classic Email Templates in Lightning...
How do I increment a date time field?
If you mean you want to increment an editable date time field, then you need to go to a PB. You could then use the same formula to increment the date time field. Need an account? Sign Up Have an account?
Overview
These instructions will guide Salesforce administrators through implementing customized call logs for the 8x8 Work for Salesforce integration, from Salesforce Lightning mode. The changes will apply to all created Tasks regardless of which Salesforce mode being used.
Verify Pre-Requisites for Customizing Call Logs
Verify that the following pre-requisites are met, and then continue with the configuration.
Add New Custom Activity Fields
The next step is to create custom Activity fields that will apply specific call data to your Salesforce user call records.
Edit the Task Layout
The 8x8 Virtual Office for Salesforce integration stores call records in Salesforce Tasks when a call is dispositioned.
Edit the Call Center Call Log Custom Field Mapping
The final step in this process is to enable and configure custom call logging in the 8x8 call center.
Final step for your Salesforce users to perform
If users were logged in to the 8x8 communication panel during your configuration process, they should log out and then back in.
