Page Comparison

...

Using Connect you can create a Dial List from records that you select in a list view—this list view can be a view containing existing call records or any other Salesforce object list view that has a Create Dial List button. When you create a Dial List from a view, that Dial List is static and Connect does not refresh the Dial List. For information about dynamic Dial Lists, see Dynamic Dial Lists.

To create a Dial List from any of the list views, perform the following steps:

1. Open the appropriate list view and select one or more records that you want in your Dial List.

   section

   Column

   width	60%

   Click Create Dial List. Create New List appears.
   

   Column

   width	40%

    

   Create Dial List in Salesforce Classic

   Image Added

   Create Dial List in Salesforce Lightning Experience

   Image Modified
   

2. On the Create New List page, provide the following values:

   Section Columnwidth60%

   Field	Description
   List Name	Type a suitable name for the Dial List that will make the list identifiable later. The value is not unique.

   Phone FieldSelect the phone number field whose contents appear in the Primary Phone field in call records created in association with this Dial List. Connect uses this phone number if available.Alternate Phone (optional)

   Select the phone number field whose contents appear in the Secondary Phone field in call records created in association with this Dial List. Connect uses this phone number if the Primary Phone field is empty.

   Column
   width 40%
   Image Removed

   Click Next. The Order by fields section appears.

   Image Added 

   Click Next. The Select phone fields... and Order by fields sections appear.
3. Define the phone fields and ordering settings for your Dial List.
   • Select phone fields in the order that you require Connect to dial them.
     

     Insert excerpt
     _ExcerptDialListDynamicPhoneFields _ExcerptDialListDynamicPhoneFields nopanel true

   • Optional. In the Order by fields section, define the order in which you want the call records to appear in the Dial List.

   Section Columnwidth60%

   • • In the first field, select the detail used for the first sort option—the available details are determined by the type of Dial List you are creating.
     • In the second field, select the sort order.
     • In the third field, select whether empty values should appear first or last in the Dial List.
   column

   width	40%

    
   • Image Modified

4. Click Save. Your new Dial List appears.

...