Salesforce Sales ENgagement provides the ability to branch cadences based on call results. In this article, we explain how to setup call result branching on Salesforce using PhoneIQ disposition codes.
Step 1:
Add disposition codes and enable after call work in PhoneIQ. Make sure to assign them to the corresponding department to ensure they are shown to your agents on Sales Engagement.
Step 2:
Enable call results in SalesforceSales Engagement Settings and assign the corresponding disposition code text to the different Sales Engagement results.
2.1 Go to Salesforce setup
2.2 Go to Sales Engagement settings:
2.3 Enable Call Results for branching and assign the exact matching text of the PhoneIQ disposition codes to each call result separated by a comma. You can assign one or multiple PhoneIQ disposition codes per Call Result.
Step 3:
Pro Tip: You can concatenate multiple call outcome branching objects.
Step 4:
Make a call from the Sales Engangement work queue or PhoneIQ power dialer (using Sales Engagement cadence step automatic import) and disposition the phone call in PhoneIQ. Once you save changes, the cadence should branch accordingly.
