In Salesforce, you can add standard or custom buttons to list views, providing shortcuts to commonly performed tasks. In Connect, you can create Dial Lists in various ways including uploading a Dial List from a CSV file and creating a Dial List from a Salesforce report. For information about uploading a Dial List and creating a Dial List from a report, see Creating a Dial List from a file upload and Creating a Dial List from a report. To make one or both of these features available, you must add one or both custom buttons to the Dial Lists List View. |