This article outlines the instructions for creating a custom field on the Talkdesk Activities in Salesforce. This will allow the user to access all recording legs of a given call.
- Go to the Object Manager [1], on the Setup page.
- In the Talkdesk Activity object, select “Fields & Relationships” [2].
- Click “New” [3].
- Select the field data type “Formula” [4].
- Click Next [5].
- Fill the Field Label [6] (e.g. Recordings Lists) and Field Name.
- Select “Text” [7] as type.
- Click Next [8].
- On the Recordings List (Text) [9] box copy and paste the following:
- HYPERLINK(talkdesk__Recording__c + "?action=view","Recording List","_blank")
- Click Next [10].
- Define the field-level visibility and click Next.
- Add the field to the needed page layouts and click Save.
Then, the field will be ready to be used on your Talkdesk Activities layout.