Overview
If you are a Salesforce Admin, you can add a link to your Salesforce Account, Opportunity, and Task page that maps directly to the record in Chorus. This will help your team easily access the call recording right from their Salesforce view.
Going forward Chorus will automatically add a link to the Salesforce Page after your meeting.
Note: At least 1 Chorus user needs Salesforce API access (default for Salesforce Enterprise).
Steps to set-up
1. In Salesforce: Go to Setup -> Build -> Account / Opportunity / Task -> Buttons, Links, and Actions
2. Create a Button or Link
3. Configure the Button as follows:
Field Label: Chorus
Field Name: ChorusLink
Display Type: Detail Page Link
Button or Link URL:
- For Account Link: https://chorus.ai/api/redirect?ext_id={!Account.Id}
- For Opportunity Link: https://chorus.ai/api/redirect?ext_id={!Opportunity.Id}
- For Task Link: https://chorus.ai/api/redirect?task_id={!Task.Id}
4. Update the Page Layout to activate the Link
DONE!
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