Contents
- Introduction
- Scenario Builder Application
- Scenario Blocks
- Accept
- Add to Calling List
- Answer
- Attached Data
- Collect Digits
- Comment
- Connect Call
- Connect Chat
- DB Execute
- Exception Handler
- Exit
- Fetch URL
- Find Agent
- Get Next Record
- Get Statistics
- Get User Configuration
- Goto
- If
- Internal Message
- Log
- Menu
- Play Prompt
- Record
- Request Callback
- Request Input
- Request Skill or Service
- RightNow Create Object
- RightNow Screen Pop
- RightNow Search
- RightNow Select Account
- RightNow Update
- Salesforce.com Delete
- Salesforce.com Insert
- 1 Salesforce.com Screenpop
- Salesforce.com Search
- Salesforce.com Update
- Save Survey Response
- Self-Service Provided
- Search Directory
- Send Message
- Set Agent State
- Set Disposition
- Set Priority
- Set Prompt Language
- Set Variable
- Start Another Scenario
- Stop Prompt
- Voicemail
- Wait
- Web Screen Pop
- Zendesk Create Object
- Zendesk Screen Pop
- Zendesk Search
- Zendesk Select Account
- Zendesk Update
- Variables and Expressions
- Voice Segment Types
- Scenario Example
Salesforce.com Screenpop
The block is the part of Salesforce.com Integration with Bright Pattern Contact Center
This block specifies the Salesforce.com (SFDC) data to be displayed for the agent when the interaction is delivered to this agent through the Connect Call block.
Settings
Title text - The name of the block instance.
Screenpop action – Type of data to be displayed. Use the Show object option when the scenario can identify the object associated with the interaction. An SFDC page with the object properties will be displayed to the agent. The Show query results option can be used if such a record cannot be identified precisely, but the available interaction data can be used as search criteria for relevant records. An SFDC page with search results will be displayed. The No screenpop option can be used to cancel screenpop of a specific SFDC page that may have been set by a previous use of this block in the same scenario.
Object ID – Identifier of the SFDC object to be displayed. Must be specified if the Show object option is selected. May be specified as an application variable in the $(varname) format.
Search terms – Search criteria. May be specified as application variables in the $(varname) format. Must be specified if the Show query results option is selected.