When you have created You can make various changes to a Dial List—you can activate the list, change the list's mode and filter settings, and so on.
To edit a Dial List, locate and open the Dial List in edit mode. You can modify the information in any of the editable fields. The following sections describe how to make changes for specific purposes.
When you have finished editing fields, click Save. The Dial List appears in read mode.
How do I activate a newly created Dial List to enable an agent to use it?
When you initially create a Dial List you must make some changes to enable an agent to use the list. The following changes are the most important:
- Make the list active. Select the Active check box. An agent can only use a Dial List when it is active.
- Set the mode that Connect uses when making callscalls—preview or automatic. By default, the mode is set to preview. Click the desired mode in the Mode list. For more information about dialing modes, see Dialing modes.
- Add any information that will help an agent making the calls
To edit a newly created or existing Dial List, perform the following steps:
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You can change the following fields:
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- , such as the purpose of the Dial List, images, and links to product documentation. Type additional information in the Description field. This information appears along with the customer record.
How do I edit filters used to select customers?
To change the filters used to select customers, modify the information in the Filter and Ordering section.
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When editing an individual Dial List that was created using the Multiple Lists feature, Owner ID appears as a filter field in the Filter By Fields section. You must not edit or remove this field unless you explicitly want to remove the Owner ID filter for the list. For information about creating multiple individual Dial Lists, see Creating multiple individual Dial Lists for agents. |
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If you cannot see the Filter and Ordering section, you may be using an edit page that doesn't include the section. To use the edit page with the Filter and Ordering section, perform the following steps:
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type Objects.
- In the filtered list of items, click either Objects or Object Manager, depending on whether you are using Salesforce Classic or Salesforce Lightning Experience respectively.
- Locate and open your Dial List object.
- Click Buttons, Links, and Actions either at the top of the object or on the left-hand side.
- Locate and click to edit the Edit button.
- Alongside Override With, click No Override (use default).
- Click Save.
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You cannot edit filters and custom fields at the same time. For more information, see How do I edit custom fields on a Dial List?. |
How do I set the priority of a Dial List?
Depending on your Dial List page layout and if the cross-list prioritization feature is enabled for your account, you can change the priority of a Dial List. For information about prioritizing Dial Lists, see Cross-list prioritization.
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How do I set the permissible call times for a Dial List?
Depending on your Dial List page layout and if the permissible call times feature is enabled for your account, you can
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change the permissible call times for a Dial List. For information about
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permissible call times, see
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Edit Dial List in Salesforce Classic
Edit Dial List in Salesforce Lightning Experience
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Click Save. The Dial List appears in read mode.
If you want to edit many Dial Lists at the same time, you can do so from the list view that contains those Dial Lists. For example, you might want to change the dialing mode of, or activate, several lists at once. For information about editing multiple records, see Salesforce helpPermissible call times for Dial Lists.
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How do I edit custom fields on a Dial List?
The default edit page for a Dial List enables you to modify filters and sort order for lists. This page does not use the standard Salesforce page layout and does not contain any custom fields you might have added to your Dial List object. If you need to edit a custom field, override the default edit page with the standard Salesforce.com page.
To use the standard Salesforce.com page with custom fields, perform the following steps:
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type Objects.
- In the filtered list of items, click either Objects or Object Manager, depending on whether you are using Salesforce Classic or Salesforce Lightning Experience respectively.
- Locate and open your Dial List object.
- Click Buttons, Links, and Actions either at the top of the object or on the left-hand side.
- Locate and click to edit the Edit button.
- Alongside Override With, click Standard Salesforce.com Page.
- Click Save.
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You cannot edit filters and custom fields at the same time. For information about editing filters, see How do I edit filters used to select customers?. |