Group call result values into categories to easily display the data
in reports and use it as branching criteria for cadences.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
|
| User Permissions
Needed |
| To set up Sales Engagement: |
Customize Application AND Modify All Data |
-
From Setup, enter Sales Engagement in the Quick Find box, and then
select Sales Engagement Settings.
-
Click the Call tab.
-
In the Cadence Call Settings section, edit the Define Call Results for Branching section
and enable the feature.
-
Enter the call result values used by your org next to the related call result
categories.
If your org is using Lightning Dialer, click the
Edit Call Result
Values link to confirm or modify your org’s current call result values.
-
Click Save.
Note Make sure you enter the call result values correctly.