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How do I configure how often Connect

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updates dynamic Dial Lists and how many calls Connect creates?

When a supervisor creates a Dial List using a filter, Connect does not create all the call records. Connect creates just a few call records when required and refreshes updates the lists on a configurable schedule. Creating entries in this way saves processing time and avoids Dial List data becoming stale. For more information about how Connect refreshes updates Dial Lists, see Dynamic Dial Lists.

Note
This configuration applies only to dynamic Dial Lists created from a filter. To update Dial Lists created from a report, you must create a report subscription. For more information about Dials Lists created from a report, see Creating a Dial List from a report.

To override default schedule settings, you can configure the number of call records that Connect creates and how often Connect refreshes updates the Dial List. Define the following fields in custom settings in Salesforce:

FieldDescription
Cache sizeCache size

The maximum number of call records that Connect adds to a Dial List after refreshing updating the Dial List or when an agent requires more call records.

The default value is 20.

Cache expire time Cache expire time (s)

The interval between Dial List refreshes updates in seconds. When this time is exceeded, Connect schedules a job to refresh update the Dial List in the background.

The default value is 300 seconds (5 minutes).

Max cache expire time Max cache expire time (s)

The longest time, in seconds, that a Dial List can go without Connect updating it. When this time is exceeded, Connect refreshes updates the Dial List immediately.

Info
An agent waiting for their next call might experience a slight delay while Connect refreshes updates the list.

The default value is 3,600 seconds (1 hour).

Outstanding calls expire time (s)

The time, in seconds, after which Connect recalculates the number of outstanding calls.

When using static Dial Lists, to determine the number of outstanding calls, Connect counts the number of remaining call records. With dynamic Dial Lists, Connect runs a job to recalculate the number of outstanding calls. To reduce the number of jobs Connect needs to run, increase the time before Connect needs to recalculate the number of outstanding calls.

For information about configuring custom settings, see Creating or editing custom settings for Connect.

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