Force client settings. Default values for fields and so on.
Where to find Salesforce Administrator's settings
Call Utils is a Salesforce Connected App. You can read the first part of Call Utils manual where is described how to find settings or how to install the Connected App.
You can use two different ways to set key-value parameters. Choose one of them:
- There is "Custom Attributes" settings block on the every Connected App detail page. It's possible to set values like static String (and dynamic of course) formulas for every key.
- Create APEX class which extends Auth.ConnectedAppPlugin and override customAttributes() method. You can read details about this APEX approach in the previous settings manual part about speech to text. This optional way is required if you want to set Speech to text API.
Attributes keys & values
The following section describes currently available keys and possible values. To take instant effect logout and login to Call Utils again. Tip - In urgent situations you (Salesforce Administrator) can storno every OAuth2 tokens and every user is forced to re-login.
The text values 'true' or 'false' set default client's settings which determine if Call Utils will record (not upload) every call audio. It should be combined with the next one "can_override" settings attribute.
The text values 'true' or 'false' determine, if end users can override your Salesforce settings and (for their devices) enable/disable audio recording. It should be combined with the previous settings.
admin_s2t_client_email, admin_s2t_private_key_id, admin_s2t_private_key_pem, admin_s2t_token_uri
There are four attributes for the set Google's Speech API. Values for these keys you must find from JSON file, generated from Google Cloud Console. The value for "admin_s2t_private_key_pem" is too long for standard attribute settings so you must use way with APEX class which is detail described here.
In the Salesforce, there is standard action "Log a call" which by default creates Task. It should be handy for some organizations to change this behavior and create Event objects instead of Task. (Event can track Date & Time, Task is only for Date.)
Current possible values are 'Task' and 'Event'. It should be combined with the next one "can_override" settings attribute.
The text values 'true' or 'false' determine, if end users can override your Salesforce settings and (for their devices) choose logging sObject (Event / Task). It should be combined with the previous settings.
admin_account_defaults, admin_contact_defaults, admin_task_defaults, admin_event_defaults
Call Utils for Salesforce creates sObjects in your CRM. There can be many difficult situations in the CRM implementation, for example, some required validation rules, distinguishing sObject source, etc. So you can set (currently only static) values to each field. Value for appropriate key set in format field=value separated with semicolon.
Example: value for attribute key admin_task_defaults can be: 'Status=Completed;Priority=Normal;Subject=Call (Logged from Call Utils For Salesforce)'.