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Salesforce Zoom New Implementation help

jnoda
Newcomer
Newcomer

‎2025-07-15 01:01 PM

Hi all, 

 

we recently implemented Zoom for Salesforce Lightning and we are spending time with our dispatchers and received some feedback. Any help is appreciated. 

 

1. What is the best way to link notes from a call to a case? 

2. What is the best way to record a call against the case feed?

3. Dispatchers have access to various phones numbers. They are able to switch the number to make calls, however, when they want to SMS from different numbers they are unable to switch the FROM phone number

 

 

Thank you!

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