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Migrating from Unmanaged to Managed Package

If you still use the unmanaged package, you might consider doing this additional setup

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over 3 weeks ago

If you have the smrtPhone Unmanaged Package and you upgrade or add the Managed package, you will see two sets of fields in the Task Layout that are marked smrtPhone. If this is the case for you, the fields you need for the Managed Package have the letters "Dev" included. Chose these ones:

  • smrtPhone From Number (smrtDev__smrtPhone_From_Number__c)

  • smrtPhone To Number (smrtDev__smrtPhone_To_Number__c)

  • smrtPhone Call Status (smrtDev__smrtPhone_Call_Disposition__c)

  • smrtphone Call Duration (smrtDev__smrtPhone_Call_Duration__c)

  • smrtphone Call Recording (smrtDev__smrtPhone_Call_Recording__c)

After the package upgrade, call details/activity and call recording links will be missing on task records and you need to add them back in. You need to access Page Layout again and drag and drop the required fields.

πŸ’‘ Visual Force (visual display of text messages) β‡’

πŸ’‘ Salesforce Setup Page β‡’

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