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Status Under review
Created by Brandon Pitts
Created on Dec 20, 2021

Salesforce Integration Screen Pop Override

It would be great if we could default a specific Salesforce object to be set as the screen pop source. For example, even if multiple Contacts are found to match the inbound phone number but only one Account matches, the integration would pop to the Account record instead of the search results page. This would only work if a single Account was found to match, but we've found that leaving our call dispositions on the Account record itself is more helpful for our team, so we'd love to have that defaulted as the primary source to relate to the calls, and to have it pop to that record when only one was found.