Make a warm transfer to a person outside your company, like a partner or vendor. Talk
to the external contact before you bring in your caller, without losing your connection to the
caller.
Required Editions
| User Permissions Needed |
| To transfer a call to an external number: |
Agentforce Contact Center Rep (Salesforce Voice) permission set.
|
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While on a call, click New Call.
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Click Keypad and enter the number you want to call.
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Click Call. The caller is placed on hold.
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To add the external contact to the call, click Merge.
You, the caller, and the external contact are now on the call.
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To complete the transfer, click Leave.
The caller and external contact remain on the call.
