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Showing Related Talkdesk Activities on Salesforce Accounts

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Talkdesk for Salesforce accounts can now add a related list to see Talkdesk Activities on the Account object:

  • Users can view all related TD activities for an account with all the related data, such as disposition codes, talk time, ring groups, and a link to call recordings.

Limitations:

  • This will lookup the associated account based on the the contact associated with the Talkdesk activity. 
  • Will only work if a contact is only associated with one account.
  • If a contact is assigned to more than one account, the Talkdesk activity won’t be associated correctly.

 

How to setup:

  • Go to Page Layouts [1] under Accounts:

SF-Account-Page_Layout.png

  • Select the Page Layout to edit [2]:

SF-Account_Page_Layout2.png

  • Go to Related List [3] in the Account layout and drag the Talkdesk Activities [4] related list to the related list section:

SF-Talkdesk_Activities.png

You will now see your Talkdesk Activities [5] on the selected Account object:

SF-Talkdesk_Activities-Final_Outcome.png

 

Security Settings

You can then also set Field-level security settings if you wish to restrict users’ access to view and edit specific fields:

Talkdesk-Activities1.png

  • Access Talkdesk Activities and open the required activity. Click the 'View Fields' [6] link under force.com.

Talkdesk_Activities2.png

  • Click the 'Field Label' [7].

Talkdesk_Activities3.png

  • Click the 'Set Field-Level Security' button [8].

Talkdesk_Activities_4.png

  • Tick the boxes you wish to make visible [9] and Save your changes.

 

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