Display all available recordings in Salesforce

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.

  1. Go to the Object Manager [1], on the Setup page.
  2. In the Talkdesk Activity object, select “Fields & Relationships” [2].
  3. Click “New” [3].

 

  1. Select the field data type “Formula” [4].
  2. Click Next [5].

 

  1. Fill the Field Label [6] (e.g. Recordings Lists) and Field Name.
  2. Select “Text” [7] as type.
  3. Click Next [8].

 

  1. On the Recordings List (Text) [9] box copy and paste the following:
    • HYPERLINK(talkdesk__Recording__c + "?action=view","Recording List","_blank")
  2. Click Next [10].
  3. Define the field-level visibility and click Next.
  4. 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.






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