---
schema_version: "1"
id: 9b18f61e217b7758a6219ac4381eec7e31041dff5812685967bce9ef5004150f
title: Create a Quick Action to Store the Generated Voice Call Summaries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/work_summaries_voice_quick_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.work_summaries_voice_quick_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2fb716f06715f09a1143eb9a9cfba61408a8a047a20d03358f30ce3d6f40b43c
description: Create a quick action that stores the generated voice call summaries in fields of a Salesforce object. For example, the action stores voice call summaries in VoiceCall object fields.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Create a Quick Action to Store the Generated Voice Call Summaries

Create a quick action that stores the generated voice call summaries in fields of a Salesforce object. For example, the action stores voice call summaries in VoiceCall object fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d14136e55">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14136e55 ">To create quick actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14136e55 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

You can store the generated summaries in standard or custom fields of the VoiceCall object or one of its related objects. To store the summary in custom fields, first, create the fields with Text Area or Text Area (Long) field types.

1. In the Object Manager in Setup, open the Salesforce object that store the generated summaries.
2. In the Details page, click **Buttons, Links, and Actions**.
3. Click **New Action**.
4. In the Action Type field, select **Update a Record**, and enter a label like “Update Voice Call with Summaries.”
    
    ![The new action on the Case object is Update a Record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/work_summaries/work_summaries_voice_object_update_action.png)
5. Click **Save**.
6. In the Action screen, select the fields that store the generated summaries, and drag them to the layout.
    
    If you are using custom fields, ensure that they have a Text Area or Text Area (Long) data type. Fields with other data types can’t store summaries.
    
    ![The Issue, Resolution, and Summary fields are added to the Case layout.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/work_summaries/work_summaries_case_object_update_action_select_fields.png)
7. Click **Save**.

#### See Also

- [Create Custom Fields](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5&language=en_US)