08/31/18 19:31 PM  

RingCentral for Salesforce App - Set up Preset Call Dispositions

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SummaryThis article provides information on how to set up Preset Call Dispositions in the RingCentral for SalesForce app. Call dispositions are labels or activity codes that describe the outcome of a call.
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RingCentral for Salesforce App - Set up Preset Call Dispositions
 

RingCentral for Salesforce includes the capability to provide a list of preset call dispositions to your end Users to make logging calls quick and easy. These dispositions appear in a drop-down list under the Subject area of the Call Log and are gathered from the Subject picklist on the Salesforce.com Task object
 

Preset Call Dispositions

 

1. If you are in Salesforce Lightning Experience view, Switch to Salesforce Classic.

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2. Click Setup, and then type "activities" on Quick Find/Search.

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3. Click on Task Fields. (Path: Customize > Activities > Task Fields)

NOTE: Adding or editing picklist values here will instantly modify the dispositions available to users.

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4. Under the Task Standard Fields, select Subject.

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5. Under the Task Subject Picklist Values, click New to add a disposition, Edit to replace an existing one or Delete to remove a disposition. You may also Replace or Reorder your preferred entries.

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See Also:


RingCentral for Salesforce App | Set up
RingCentral for Salesforce App - Install
RingCentral for Salesforce App - Configure Call Center
RingCentral for Salesforce App - Add Users to Call Center
RingCentral for Salesforce App - Set up Softphone Layout
RingCentral for Salesforce App - Launch in Lightning View
RingCentral for Salesforce App - Share Report Folders with Users
RingCentral for Salesforce App - Access Admin UI 
RingCentral for Salesforce App - Allow Users to access Call Recordings
RingCentral for Salesforce App - Add Call and SMS options
RingCentral for Salesforce App - Troubleshooting Guide | Admin

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