Note - From 20th May, Exotel’s call recording links on Salesforce will not be available as they used to. To make the recordings secure, Exotel has introduced a different component through which the recording will be directly playable from the ticket. Follow the steps below to enable this.
Upgrade Exotel Package
Please upgrade the package to the latest version to support playable secure recordings.
Grant access to the websites and upgrade the package.
1. Go to Object Manager
In Salesforce Setup:
Go to Setup.
Navigate to Object Manager.
Search for and select Task.
2. Open Lightning Record Page
Inside Task:
Click on Lightning Record Pages (left-hand side menu).
You’ll likely see something like "Task Record Page" or similar.
Click on it, then click Edit to launch the Lightning App Builder.
Lightning App Builder
3. Add Secure Recording Custom LWC
In the Lightning App Builder:
On the left sidebar, scroll down to Custom Components.
Find the LWC with the name secureRecording
Drag and drop it into the layout.
4. Save and Activate
Once placed:
Click Save.
Click Activation
Choose to make it default for Org Default, App Default as needed.
5. Done!
Go to any Task record to see the
secureRecording
component in action!