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.
If the customer record exists in Salesforce
Process | Reference |
|---|---|
When the interaction is received, the customer’s contact information is displayed if the account exists in Salesforce. |  |
The interaction can be associated with the contact directly while still on the active interaction by clicking the ‘Show Contact Details’ tab |  |
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 |  |
Select the correct contact to associate the interaction to by clicking on the name of the contact |  |
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. |  |
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 |  |
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. |  |
The interaction (task record) is now populated on the case level |  |
If the customer record does not exist in Salesforce
Process | Reference |
|---|---|
If the customer’s contact information is not stored in any account in Salesforce, the record will not pre-populate. |  |
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. |  |
Once the record is pulled up, click the ‘Show contact details’ button |  |
The ‘Relates To’ field will be populated with the Account 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 |  |
Navigate to the related contacts and select the contact record of the |  |
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. |  |
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 |  |
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 | |
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. | |
The interaction (task record) is now populated on the case level | |
Associating more than one contact to a task record
Process | Reference |
|---|---|
Navigate to the task record and click the pencil icon to edit the Name field |  |
Search the Name of the account you wish to add to the field (installer associated with the case or interaction) |  |
Once both contacts have been added, click the Save button |  |
The interaction is now associated with the installer, the homeowner and the case. | |