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.

Click here for an interactive guide

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

1. Go to "Setup" in SFDC. Note - You need admin permissions

2. Open the object manager

3. In the Object Manager, choose "Activity".

4. Go to "Fields & Relationships" and then click "New".

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

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

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

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

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