Rob | 2020-03-13 21:50:57 UTC | #1
Is there any way for force a Salesforce user to review the interaction log in the embedded client during wrap-up or disconnect? We're attempting to use the "Enable Auto Association on Navigation" feature but agents are jumping around to multiple different cases, contacts and other objects in Salesforce while handling chats or calls. The synchronization of the call/chat logs (Task records in SF) is getting all messed up. If there is no configuration to force a review of the interaction log before saving, what would be a recommendation? Is our only option to trust that users go to the Interaction Log tab in the embedded client and review it before/after the interaction ends?
system | 2020-04-13 21:37:17 UTC | #2
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