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| width | 60% |
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How do I enable Dial Lists for custom objects?
When you create a Dial List you must specify the type of object that is included in the list
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.
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You can enable creating Dial Lists based on other object types—such as Accounts and Opportunities—or custom objects.
| Note |
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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
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add an additional Dial List
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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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| width | 40% |
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| borderColor | #eeeeee |
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| bgColor | white |
| titleColor | white |
| borderWidth | 1 |
| titleBGColor | #0367a0 |
| borderStyle | solid |
| title | Progress |
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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 Type.
Section Column width 60% and click Type. 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 5-8, replacing Type with Primary Phone Field and Secondary Phone Field, and specifying the API name of the phone field. API 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 Custom Fields & Relationships section, click Type. Type (Managed) appears.
In the Field Dependencies section, locate Primary Phone Field.
Section Column width 60% Click Edit. Edit Field Dependency appears.
Column width 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.
Repeat steps 11 and 12 for Secondary Phone Field to include phone fields in the Alternate Phone field when you create a new Dial ListColumn width 40% .
When you create a Dial List, you can new now select the new type in the List type field and associated phone number fields in the Phone Field and Alternate Phone fields.
| Note |
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| If you are using next contact time, you must create Next Contact Time fields for custom objects. For information about creating the Next Contact Time fields, see Configuring next contact time. |
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