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. By default you can create Dial Lists of Contact, Lead, Case, Account, Opportunity and Task types.
If you want to create a Dial List for a custom object, you must perform the following tasks:
- Allow activities for the custom object
- Add the custom object type to the Dial List type picklist. As a result, when you create a Dial List the custom object type is available to select.
- Add a new entry or entries in phone number field picklists. Your custom object might have a new phone number field that Connect must use when calling the customer.
- Configure the new Dial List type to use the new phone number field, and any existing phone number fields.
For this example, we have a custom object with the following settings:
- Object name: Customer
- Object API name: Customer__c
- Phone field 1: Land Line
- Phone field 1 API name: Land_Line__c
- Phone field 2: Mobile
- Phone field 2 API name: Mobile__c
We want the option to specify both Mobile and Land Line as primary or secondary phones.
To enable Dial Lists for a custom object, perform the following steps:
- Go to the Administration Setup Page 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.
Click Dial List. Dial List (Managed) appears.
In the Custom Fields & Relationships section, locate Type.
Click Type. Type (Managed) appears.
Scroll to the Picklist Values section.
Click New. Type appears.
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".
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".
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.
Click Edit. Edit Field Dependency appears.
In the table of Dial List types, find your newly created type.
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.
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 List.
When you create a Dial List, you can new select the new type in the List type field and associated phone number fields in the Phone Field and Alternate Phone fields.