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Visualizing custom fields within Salesforce Tasks for Calls and SMS/MMS
Visualizing custom fields within Salesforce Tasks for Calls and SMS/MMS

Viewing PhoneIQ Custom Fields in Salesforce like Call Recording, Disposition Codes, Tags, Message Type, Message Details, etc.

Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

A task layout is a collection of data fields and inputs that compose the structure and layout of a task within the Salesforce CRM. Tasks are used within Salesforce to store, amongst other things, telephony-related activities and interactions. The PhoneIQ managed package provides two Task Layouts that automatically provide Salesforce users with visibility into PhoneIQ custom fields like call recording, disposition codes, tags, customer mood, call purpose, message direction, etc. The easiest way to view these custom fields is by having Salesforce administrators assign the PhoneIQ task layout to the corresponding profiles and record types.ย 

NOTE: Users must have the PhoneIQ Permission Sets assigned to them in order to visualize these new custom fields.ย 

Managing & Assigning Task Layouts

To manage Task Layouts navigate to Setup within Salesforce > Object Manager > Task > Page Layouts. Once inside click โ€œPage Layout Assignmentโ€ > Edit Assignment, select the record type "PhoneCalls" and assign the PhoneIQ Layout by clicking on them in the list below. Then, select the record type "PhoneIQ_SMS" and choose "SMS PhoneIQ" from the list:

Record Type / Page Layout

PhoneIQ_PhoneCalls > PhoneIQ Task Layout v2

PhoneIQ_SMS > SMS PhoneIQ

Once completed navigate to a task created by PhoneIQ automation and, if the permissions sets and layout are correctly assigned, the user will be able to view the additional custom fields, depending on the record type SMS/Calls.

Record Type: Phone Calls

Record Type: SMS

Task Layout for calls:

Task Layout for SMS:

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