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            Activate Work Summaries for Voice Calls

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            Activate Work Summaries for Voice Calls

            To enable service reps to generate and store voice call summaries, activate work summaries for voice calls.

            Required Editions

            View supported editions.
            User Permissions Needed
            To store voice call summaries in the Salesforce object fields: Edit (on Salesforce object) OR Modify All Data
            Note
            Note These are the voice call types supported by Work Summaries for Voice Calls: INTERNAL, INBOUND, OUTBOUND, COACH, BRIDGE, TRANSFER, CALLBACK, INTERNALCALL, and CONSULT.
            1. From Setup, in the Quick Find box, enter Einstein Work Summaries, then select Einstein Work Summaries.
            2. Click the Voice Calls tab.
            3. To enable Work Summaries for voice calls, activate Voice Call Summaries.
             
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