Brekeke Contact Center Suite Wiki

Create a link object at Salesforce CRM.

In the [Object Manager] page, select a [Task] item.

Move to the [Buttons, Links, and Actions] page, then click a [New button or Link] button.

Edit the details as follows and save it.

• Label: Any label (Example: audio link)
• Name: Any name (Example: audio link)
• Display Type: “Detail Page Link”
• Behavior: “Display in new window”
• Content Source: “URL”
• Select Field Type:”Task”
• URL: https://<your_brekeke_cim_host_address>:<port>/cim/client/rfs.jsp?rfsid={!Task.CallObject}
(Example: https://demo.brekeke.com:8443/cim/client/rfs.jsp?rfsid={!Task.CallObject})

 

Move to the [Page Layouts] menu and select a page layout where you want to add a link. Here, click “Task Layout” as an example.

 

Select the [Custom Links] menu, then drag the “audio link” object that was created in the previous steps and drop it in the [Custom Links] section.

You are all set.

 

Check if the links work properly.

Log in Salesforce CRM and Brekeke CIM. Then Move to the [Tasks] page. The “audio link” is shown in the [Customer Links] section.

 

 

Reference Salesforce.com “Create Custom Buttons and Links”

(https://trailhead.salesforce.com/en/content/learn/modules/lex_customization/lex_customization_buttons_links)