Prevent the Sales Engagement automatic task creation feature from generating tasks from Voice calls.
Required Editions
This article applies to:
- Salesforce Voice with Amazon Connect
- Salesforce Voice with Partner Telephony
- Salesforce Voice with Partner Telephony from Amazon Connect
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view the Amazon Contact Centers page: |
Customize Application AND Manage Call Centers OR Salesforce Voice Delegated Contact Center Admin |
| To create and manage a contact center: |
Salesforce Voice Contact Center Admin OR Salesforce Voice Delegated Contact Center Admin |
| To view the Partner Telephony Contact Centers page: |
Customize Application AND Manage Call Centers OR Salesforce Voice Delegated Contact Center Admin |
| To create and manage a contact center: |
Salesforce Voice Contact Center Admin (Partner Telephony) OR Salesforce Voice Delegated Contact Center Admin |
Sales Engagement must be enabled for this feature to be visible.
By default, if the Sales Engagement automatic task creation feature is enabled, all outgoing calls generate associated tasks. This action allows you to customize which calls generate tasks by limiting auto-creation to calls initiated from Sales Engagements, To Do List, and Work Queue.
- From Setup, in the Quick Find box, enter Amazon Setup or Partner Telephony Setup, depending on your telephony model.
- Turn on Limit Automatic Task Creation.