neetha.ab | 2021-01-12 11:38:27 UTC | #1
Hello Team,
We are testing salesforce integration, embedding Genesys Cloud into Salesforce.
Based on the link - https://help.mypurecloud.com/articles/interaction-logs/
When the call is received, by default GC pops Interaction log in Salesforce as a Activity Record type Task.
In our salesforce, we have custom Record type called "Log a Call", we would like GC to log interactions into record type "Log a Call".
How do we configure this. I could not find anywhere to change Task record type for interactions log.
Appreciate your help on this.
Thanks & Regards, Neetha
Junji_Sawada | 2021-01-19 23:46:18 UTC | #2
Hi Neetha,
One option may be to use the saveLog extension point feature, which requires customization by writing Apex code. This approach allows you to save interaction logs to different records other than Task records. https://help.mypurecloud.com/articles/use-the-extension-points-to-customize-saving-interaction-logs/
Also, the following example may contain some information that might be relevant to record types. https://github.com/MyPureCloud/purecloud-for-salesforce-examples/tree/master/src/SDK/sdk-cti-extension-examples
I hope that helps.
Junji
neetha.ab | 2021-01-21 11:23:55 UTC | #3
Thanks very much. Using Savelog extension point i was able to set different rocord .
Regards, Neetha
system | 2021-02-21 11:23:56 UTC | #4
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