Once you install the smrtPhone Managed Package into your Salesforce Org, you will find the CTI Dialer on your CRM Dashboard. The next step is to make sure that all smrtPhone fields are on display inside of Tasks.
smrtPhone fields that come as default include:
To Number
From Number
Call Duration
Call Recording
Call Status
(Disclaimer: Your Tasks Tab may look slightly different on your CRM page than in this video and article, but will have the same functionality.)
We recommend only the Salesforce Administrator make these changes, as they are global Salesforce settings and will affect all Users.
How to Modify Salesforce Task Layout to Include smrtPhone Fields
As an Admin, you can operate changes to the Salesforce Dashboard > Setup > Object Manager.
The customization is easy:
1. Select the Tasks tab from Object Manager
2. Select the Page Layout tab > Task Layout
3. Drag & drop the fields to the location you want to customize the Task. smrtPhone requires the following fields be configured for the integration to work smoothly: Call Status, Call Duration, Call Recording, From Number, To Number.
A proper field configuration decreases the chances of getting integration errors within Salesforce Page Setup.
If you work with a pre-configured Salesforce CRM, such as Left Main or Billions, please contact their team before adjusting the Task Layout.
Migrating from Unmanaged to Managed Package
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.
