Скачать или смотреть We need to Talk about Notes in Salesforce

📋 Video Summary:

This video addresses best practices for note-taking in Salesforce, especially when using PhoneBurner for dialing. The speaker emphasizes that putting detailed contact notes in call activity comments buries important information, making it harder to quickly understand the status of a contact. Instead, they recommend using either:

The built-in Notes feature in Salesforce, or

Custom large text fields on the contact record (e.g., separate note fields for SDRs and AEs).

PhoneBurner supports both methods, allowing reps to view these notes directly during a dial session. If notes are stored in custom fields or the standard Notes feature, they can be made visible in the dialer layout. Even if notes are still in call activity comments, PhoneBurner will surface them in the dial session, but this method is discouraged.

The video also demonstrates how easy it is to create a new note during a dial session using the "Create Note" button, ensuring the note is saved to the contact record and visible in both Salesforce and PhoneBurner.