Community Ideas

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RC Salesforce plugin - Feature request to enable mandatory fields within the RC component

In Salesforce we use mandatory fields to enforce our advisors to complete relevant sections of a task/activity. It would be useful to be able to have these mandatory fields reflected in the RC component which would ensure that our advisors are completing all required sections following a call

  • Guest
  • May 6 2021
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  • Richard Pomeroy commented
    6 May 02:40pm

    This would be very useful for businesses who have specific data requirements which must be captured during a call.

    The ability for fields to be conditionally mandatory or mandatory in particular circumstances (e.g. only for certain subsets of users) would also be advantageous.