Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize the Voice Call Record Page Layout

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Customize the Voice Call Record Page Layout

            Improve the user experience of your care coordinators by updating the template of the Voice Call record page to Header and Left Sidebar. This customization shows the voice call transcript on the left panel and helps your care coordinators to easily view the transcript while interacting with an agent in the Agentforce panel on the right.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, Salesforce Voice, and Agentforce for Health Cloud add-on licenses. Requires each user to have the Agentforce for Health Cloud add-on to access the agent action.
            User Permissions Needed
            To update pages:

            Health Cloud Admin permission set

            AND

            Customize Application
            1. On a voice call record, from the Setup menu, select Edit Page.
              The Lightning App Builder appears.
            2. Verify whether the page template is set to Header and Left Sidebar. If a different template is used, click Change.
            3. Select Header and Left Sidebar and click Next.
            4. Review the changes and click Done.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article