How to prompt agents to link existing Contacts to the Voice Call in Salesforce Service Cloud Voice

How to prompt agents to link existing Contacts to the Voice Call in Salesforce Service Cloud Voice

Channel-Object Linking feature can be used to prompt agents to link existing Contacts to the Voice Call in Salesforce Service Cloud Voice.

 1. Go to Channel-Object Linking in Setup.

2. Click New Linking Rule. Select Phone under Phone tab.

3. Set the linking logic. In my case, I have set Prompt Agent so that Agent can link it.

4. Test it out. Agent should click Review and Link. 

Output:

Leave a Reply