Page Comparison

...

For information about creating Salesforce reports, see Salesforce help.

When you create a Dial List from a report, the Dial List is static and Connect does not update the list if the report changes. For information about static and dynamic Dial Lists, see Dynamic Dial Lists. For Connect to update the list when the report changes, making the list dynamic, you must subscribe to the report. For information about subscribing to a report, see How do I make a Dial List dynamic?.

How do I create a Dial List from a report?

...

1. Click the Dial Lists tab. The Recent Dial Lists or Recently Viewed list view appears.

2. Select an appropriate list view and click Go! if the selected list view does not automatically appear. The list view appears.

3. Click Create From Report.

   Info
   If Create From Report is not visible, you may need to add the button to the Dial List List View. For information about adding a button to a list view, see Adding a custom button to a Dial List list view.

   Create From Report in Salesforce Classic

   Image Modified

   Create From Report in Salesforce Lightning Experience

   Image Modified

   Create Dial List From A Report appears.

4. Provide the following information:

   Field	Description
   Dial List Name	The name of the Dial List. Type the name for the Dial List you are creating.
   Source Report	A list of tabular reports on which you can base your new Dial List. Click the name of the report you want to use.
   Source Report Unique Name (optional)	Allows you to specify the report you want to use by entering its Report Unique Name. To locate the Report Unique Name for the report, view the report's properties in Salesforce Report Builder. If you specify a valid Report Unique Name in this field, then it will take precedence over any value selected in Source Report.
   Object ID Column	A list of columns in the report you specify in Source Report. Click the name of the column that contains the ID of the object in the report. Connect uses the Object ID to generate a URL in the call record to the original Salesforce object.
   Dial Entry Description Column	A list of columns in the report you specify in Source Report. Click the name of the column that contains a suitable description for the object in the report. The description appears in the individual call records.
   Dial Entry Primary Phone Column	A list of columns in the report you specify in Source Report. Click the name of the column that contains the primary telephone number for the object. This telephone number is the first number used to connect an agent to a customer when the agent uses Connect to make a call.
   Dial Entry Secondary Phone Column	A list of columns in the report you specify in Source Report. Click the name of the column that contains the secondary telephone number for the object. This telephone number is used if the primary telephone number fails to connect an agent to a customer when the agent uses Connect to make a call.

   Click Create Dial List. 

   Example using Source Report
   Image Modified
   
   Example using Source Report Unique Name

   Image Added

5. Connect creates the Dial List. The Dial List appears on screen, and contains one or more call records. Each call record corresponds to a row in the report on which the list is based.

...

1. Open the report.
2. Click Subscribe, or—if you are already subscribed to this report—Edit Subscription.
3. In the Type section, click the appropriate option.

4. In the Conditions section, define one or more conditions that will trigger Connect to update the Dial List. For information about conditions, see Salesforce help.

5. In the Schedule section, specify when you want Salesforce to check the conditions. 
6. In the Actions section, select the Execute a Custom Action check box and click NVMConnectVCCConnect.DialListReportRefresh in the adjacent list. Optionally select any of the other actions.
7. Select the Active check box.
8. To save the subscription and wait for the next schedule, click Save, or—if you want a refresh to run immediately—click Save & Run Now.
   
   When the subscription runs, Salesforce checks the defined conditions and executes the NVMConnect VCCConnect.DialListReportRefresh action if the condition or conditions are met. The action triggers Connect to update the Dial List created from the report.

...