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How do I enable Dial Lists for custom objects?
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When you create a Dial List you must specify the type of object that is included in the list.
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You can enable creating Dial Lists based on other object types—such as Accounts and Opportunities—or custom objects.
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| If any of the default object types do not appear in the List Type field when you create a new Dial List, the object type was added since you first installed Connect. To add the missing object type, perform the following tasks. |
How do I enable Dial Lists for additional standard or custom objects?
If you want to add an additional Dial List type, you must perform the following tasks:
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- Add the
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- object type to the Dial List
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- Type picklist. As a result, when you create a Dial List, the
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- object type is available to select.
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- Optionally add a new entry or entries in phone number field picklists. Your
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- object might have a new phone number field or fields that Connect must use when calling the customer.
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- Make applicable phone number fields available to the new Dial List type
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- .
For this example, we have a custom object with the following settings:
| Setting | Value |
|---|---|
| Object name |
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| Customer | |
| Object API name |
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| Customer__c | |
| Phone field 1 |
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| Land Line | |
| Phone field 1 API name |
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| Land_Line__c | |
| Phone field 2 |
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| Mobile | |
| Phone field 2 API name |
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| Mobile__c |
We want the option to specify both Mobile and Land Line as primary or secondary
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To enable phone numbers.
To enable creating Dial Lists for a custom object, perform the following steps:
- Go to the Administration Setup Page Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the App Setup section, expand Create.
- In the expanded list of items, click Objects. Custom Objects appears.
In the list of custom objects, locate Dial List.
Section Column width 60% Click Dial List. Dial List (Managed) appears.
In the Locate and open your Dial List object in Object Manager or Custom Objects.Column width 40% In the Fields & Relationships or Custom Fields & Relationships section, locate and click Type.
Section Column width 60% Type (Managed) appears.
Column width 40% Scroll to the Picklist Values section.
Section Column width 60% Click New. Type appears.
Column width 40%In the text area, type the API name, or names, of the new Dial List type, or types, you want to add. API names of custom objects always end in "__c".
Info In our example, we would type Customer__c. Click Save. Type (Managed) appears with the new picklist value, or values, listed.
Click Back to Dial List.
Dial List (Managed) appears.If you want Dial Lists of the new type to use new phone fields, repeat steps 3-5
-8, replacing Type with Primary Phone Field and Secondary Phone Field, and specifying the API name of the phone field.
APIAPI names of custom objects always end in "__c".
Info In our example, we would add both Land_Line__c and Mobile__c to both the Primary Phone Field and the Secondary Phone Field. These phone numbers are used in the Phone Field and Alternate Phone fields when you create a new Dial List.
- In the the Fields & Relationships or Custom Fields & Relationships section, click section, again locate and click Type. Type (Managed) appears.
In the Field Dependencies section, locate Primary Phone Field.
Section Column width 60% Click Edit. Edit Field Dependency appears.
columnwidth 40% In the table of Dial List types, find your newly created type.
Section Column width 60%Note You might need to click Next or View All in the table to find your new type. In the column that displays your new type, double-click the primary phone field or fields to include in the Phone Field when you create a new Dial List.
Info In our example, we would double-click Mobile__c and Land_Line__c. Click Save.
Column width 40% - Repeat steps 11 8 and 12 9 for Secondary Phone Field to include phone fields in the Alternate Phone field when you create a new Dial List.
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