To enable service reps to generate and store voice call summaries, activate work summaries for voice calls.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To store voice call summaries in the Salesforce object fields: | Edit (on Salesforce object) OR Modify All Data |
Note These are the voice call types supported by Work Summaries for Voice Calls: INTERNAL,
INBOUND, OUTBOUND, COACH, BRIDGE, TRANSFER, CALLBACK, INTERNALCALL, and CONSULT.
- From Setup, in the Quick Find box, enter Einstein Work Summaries, then select Einstein Work Summaries.
- Click the Voice Calls tab.
- To enable Work Summaries for voice calls, turn on Work Summaries for Voice Calls.