How to Add Custom Task Fields in Revenue.io's Dialer
Learn how to add custom task fields inside Revenue.io using Salesforce profile settings.
In this quick admin tutorial, we walk through how to configure task field visibility and editability for Revenue.io users based on Salesforce profile permissions.
In this video, we cover:
Adding custom task fields
Revenue.io admin configuration
Salesforce profile settings
Task field visibility
Editable Salesforce fields
RingDNA admin setup
Task object customization
Salesforce permissions and field access
You’ll also see how admins can:
Add fields to Revenue.io task layouts
Configure visible and editable task fields
Manage field access by profile
Use Salesforce permissions to control visibility
Customize the Revenue.io user experience
Timestamps:
00:00 Overview
00:18 Navigating to task fields
00:18 Viewing available task fields
00:37 Configuring visible and editable fields
00:37 Salesforce permission-based access
Revenue.io helps revenue teams improve sales execution with Salesforce-native calling, sales engagement, conversation intelligence, and workflow automation.
Learn More about RingDNA Dialer:
https://www.revenue.io/predictive-dia...
#Salesforce #RevenueIO #SalesforceAdmin #CRM #SalesOps #RevOps #SalesEngagement