Hi I am hoping that someone can share a link to documentation or a Youtube video as I am struggling to find what I need. The telephony system is handled by a third party and when a phone call is acceptable a Task Record pops up on the screen. It contains a few details, but I would like a Screen pop up that displays data related to the Contact ie - phone, email, or any of the flags that we have to establish facts about the Contact - ie Contact requires extra assistance, Is handled by Management? Any direction or advice appreciated
Hi,
So how is the incoming call being routed to Salesforce then?