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, Campaign Member, and Task types.
You can enable creating Dial Lists based on other object types—such as Accounts and Opportunities—or custom objects.
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:
- Add the object type to the Dial List Type picklist. As a result, when you create a Dial List, the object type is available to select.
- Optionally add a new entry or entries in phone number field picklists. Your object might have a new phone number field or fields that Connect must use when calling the customer.
- Make applicable phone number fields available to the new Dial List type.
For this example, we have a custom object with the following settings:
Setting | Value |
---|---|
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 phone numbers.
To enable creating Dial Lists for a object, perform the following steps:
- Go to Setup in Salesforce.
- Locate and open your Dial List object in Object Manager or Custom Objects.
In the Fields & Relationships or Custom Fields & Relationships section, locate and click Type. Type (Managed) appears.
Scroll to the 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. If you want Dial Lists of the new type to use new phone fields, repeat steps 3-5, 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 Fields & Relationships or Custom Fields & Relationships section, again locate and 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 8 and 9 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.