Background: Interactions handled by agents (phone, chat, or email) are required to be related to an account record (at minimum) in Salesforce.

When the interaction is related to a specific case or a case is generated from an interaction, the interaction should be related to the case for the customer account.

Interactions involving two or more customers (installer and homeowner for example) need to be related to both accounts.

All of the following steps can be completed while on the interaction or while in wrap-up.

Table of Content:

If the Customer Record Automatically Populates in SalesForce
If the Customer Record Does Not Automatically Populate in SalesForce
If an Installer/Sales Rep Contact Record Does Not Exist in SalesForce
Associating more than one contact to a Task Record
(Video Material) - Relating an Interaction

If the Customer Record Automatically Populates in SalesForce

Step	Action
1	When the interaction is received, the customer’s contact information is displayed if the account exists in Salesforce.
2	The interaction can be associated with the contact directly while still on the active interaction by clicking the ‘Show Contact Details’ tab
3	If there are multiple accounts with the same contact information, they will be displayed on the softphone and in the Salesforce instance. Minimize the CXone window if needed and open each contact to determine which is the correct one to choose
4	Select the correct contact to associate the interaction to by clicking on the name of the contact
5	The name will populate in the dropdown list under the Name field. If there is/will be NO case associated with the interaction, update the ‘Related To’ field with the Installer and STOP here.
6	Navigate back to the Softphone and change the ‘Relates To’ field with the case by clicking on the dropdown and selecting the case You will need to actually open the case record page in order to populate the record in the Relates To field in the CXone softphone
7	Complete the interaction, enter disposition and notes. The task record is properly created with the ‘Name’ populated with the customer and the ‘Related To’ field populated with the case Note: If the contact, case or account name is incorrect, it can be modified directly from the task record by using the pencil icon next to the field you wish to edit.
8	Once the Task is created in the system, you Must do the following: Open the task Click the “Assign to me” button Click “Finish” After that; you will be able to edit the following as needed: “Relates to” “Additional Dispositions” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated
8
9	The interaction (task record) is now populated on the case level

If the Customer Record Does Not Automatically Populate in SalesForce

Currently for chat interactions, the customer record will not auto populate.

Step	Action
1	If the customer’s contact information is not stored in any account in Salesforce, the record will not pre-populate.
2	Gather the customer information and search for the contact using the global search bar. Sales reps that do not have an account in Salesforce will need to be associated with the installer parent account. For example: Joe@gmail.com works for North Valley, however, has no contact record in salesforce. Search North Valley and use the Org to associate the interaction and STOP.
3	Once the record is pulled up, click the ‘Show contact details’ button
4	The ‘Relates To’ field will be populated with the Account record. You will need to actually click inside the account record page in order to populate the record in the contact details in the CXone softphone
5	Navigate to the related contacts and select the contact record of the customer
6	The contact name will then populate in the dropdown list for the ‘Name’ field. If there is/will be NO case associated with the interaction, update the ‘Related To’ field with the Installer and STOP here.
7	If there is a case associated with the interaction, select it from the ‘Cases’ tab on the account. If a case needs to be created, first follow these steps: Creating and Assigning Cases
8	Navigate back to the Softphone and change the ‘Relates To’ field (populated with the Account Name), with the case by clicking on the dropdown and selecting the case You will need to actually open the case record page in order to populate the record in the Relates To field in the CXone softphone
9	Complete the interaction, enter disposition and notes. The task record is properly created with the ‘Name’ populated with the customer and the ‘Related To’ field populated with the case Note: If the contact, case or account name is incorrect, it can be modified directly from the task record by using the pencil icon next to the field you wish to edit.
10	Once the Task is created in the system, you Must do the following: Open the task Click the “Assign to me” button Click “Finish” After that; you will be able to edit the following as needed: “Relates to” “Additional Dispositions” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated
10
11	The interaction (task record) is now populated on the case level

If an Installer/Sales Rep Contact Record Does Not Exist in SalesForce:

Step	Action
1	If the customer’s contact information is not stored in any account in Salesforce, the record will not pre-populate.
2	Gather the customer information and search for the contact using the global search bar. Search for the contact by name, phone number, or email address stored in Engine to locate the record.
3	If the record exists, relate the contact per these steps and STOP
4	If NO record exists, proceed below to create a new one
5	Navigate to the account associated with the customer by searching for the Org in the global search bar.
6	From the account home page, click on the ‘Related Contacts’ object and then click ‘New Contact’ Use this opportunity to do a final search in the related contacts to ensure the user does not exist.
7	Click on ‘Installer Contact’ Agents will never create a homeowner contact unless it is to add an authorized signer to an existing account.
8	Navigate to the customer’s profile in Engine under User Settings.
9	Enter the contact information in Salesforce exactly how it appears under the Details section for the user. Only enter the information that is stored in Engine, regardless of what phone number and email address the customer provides. Click ‘Save’ to create the contact
10	Once the record is saved it will automatically be pulled up. Click the ‘Show contact details’ button in the softphone
11	Once the new contact is created, the ‘Name’ field dropdown will be populated with the Contact record. You will need to actually click inside the contact record page in order to populate the record in the contact details in the CXone softphone
12	If there is/will be NO case associated with the interaction, update the ‘Related To’ field with the Org Navigate to the Account (Org) associated with the contact record and click to open it
13	The Account (Org) name will then populate in the dropdown list for the ‘Relates to’ field. Then STOP.
14	If there is a case associated with the interaction, select it from the ‘Cases’ tab on the account. If a case needs to be created, first follow these steps: Creating and Assigning Cases Confirm that there are no existing open cases for the same issue before creating a new one.
15	Navigate back to the Softphone and change the ‘Relates To’ field (populated with the Account Name), with the case by clicking on the dropdown and selecting the case You will need to actually open the case record page in order to populate the record in the Relates To field in the CXone softphone
16	Complete the interaction, enter disposition and notes. The task record is properly created with the ‘Name’ populated with the customer and the ‘Related To’ field populated with the case If the contact, case or account name is incorrect, it can be modified directly from the task record by using the pencil icon next to the field you wish to edit.
17	Once the Task is created in the system, you Must do the following: Open the task Click the “Assign to me” button Click “Finish” After that; you will be able to edit the following as needed: “Relates to” “Additional Dispositions” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated
17
18	The interaction (task record) is now populated on the case level

Associating more than one contact to a task record

In instances where both an installer/sales rep and a homeowner need to be associated with an interaction, follow these steps. Examples include - complaints, cancellations, and fraud

Step	Action
1	Navigate to the task record and click the pencil icon to edit the Name field
2	Search the Name of the account you wish to add to the field (installer associated with the case or interaction)
3	Once both contacts have been added, click the Save button
4	Once the Task is created in the system, you Must do the following: Open the task Click the “Assign to me” button Click “Finish” After that; you will be able to edit the following as needed: “Relates to” “Additional Dispositions” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated
4
5	The interaction is now associated with the installer, the homeowner and the case.

(Video Material) - Relating an Interaction

This video shows how to relate an interaction to multiple contacts and a case during the interaction.

CXone SF Chat interaction Account-Contact-Case linking pre-wrap up.mp4

This video shows how to relate an interaction to a homeowner and an installer during wrap up.

CXone SF Chat interaction Account-Contact-Case linking post-wrap up.mp4

Relating an interaction to an account or case in Salesforce