Creating a Call Recording Field in Salesforce

Creating a Call Recording Field in Salesforce


In order to record calls inside Salesforce, Orum needs a field on the Task object to map to. This is where call recording links will be stored.

While some clients use pre-existing fields that are not being utilized, we recommend creating a specific field for the purposes of storing the call link.

Below is a step by step guide of how to create that field.

  1. Switch to SFDC Classic mode

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  1. On the left hand menu bar, under the “Build” section, click “Customize”

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  1. Under “Customize”, click “Activities”. Then click “Activity Custom Fields”.

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  1. In the center of your screen, click “New”.

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  1. In the list of options below, pick “Text”.

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  1. Fill out the information about the field and click “Next” in the bottom right corner.

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  1. Make sure that the “Visible” check box is marked for all appropriate permission sets.

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  1. Check the box marked “Task Layout” and click “Save”.

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  1. And you should now see this field on the Task object layout! Make sure to keep a copy of the API Name!

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