SConnelly-IF
Newcomer
Newcomer
since ‎2023-09-07
‎2023-10-26

User Statistics

  • 4 Posts
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User Activity

Looking for best practices for creating Salesforce Cases from Zoom Calls

2023-09-07 06:25 AM
Good morning all, We have installed Zoom for Lightning / Contact Center in our org. Anyone out there have any suggestions for generating Salesforce cases from Zoom calls in Contact center? I am looking to implement some sort of automation like flows....

Assigning Task Record Type to Salesforce / Contact Center

2023-09-07 06:18 AM
Is there a way to assign a specific task record type for use by Zoom Contact Center in Salesforce? Also, can I assign a different task record type for use by different profiles? Thanks,Steve

Adding contacts and accounts for a call

2023-09-07 06:16 AM
When a call comes in and i have multiple contacts with that number, a search screen pops up showing contacts, cases and other records related to that phone number. Is it possible to select a contact from that search screen to add it to the call engag...

Using Zoom Contact Center in Salesforce to generate cases from calls

2023-09-07 06:12 AM
I am new to the Salesforce Zoom integration.Everything is installed and configured but using the Zoom Contact Center (ZCC) is a bit of a challenge.When I make outbound calls from ZCC, if I use engagement to set the contact and account and enter a com...
Company
IntraFi