Creating a Dial List from a report

You can create a Dial List in various ways, one of which is using an existing Salesforce report. To generate a Dial List from a Salesforce report, the report must be in tabular format and contain the following columns:

• The unique ID of the Salesforce object, for example, Contact ID, Account ID, or Lead ID.

• At least one telephone number for each object.

• A description.

If you put any of these values into the wrong column, Connect creates the Dial List but the list might not be usable.

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?

To create a Dial List from a report follow these steps:

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.

   Create From Report in Salesforce Classic

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   Create From Report

   Create From Report in Salesforce Lightning Experience

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   Create From Report (Lightning)

   Create Dial List From A Report appears.

4. Provide the following information:

   Click Create Dial List. 

   Example using Source Report
   

   
   
   Example using Source Report Unique Name
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   Selecting the report using Source Report Unique Name

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.

How do I make a Dial List dynamic?

You can automatically update a Dial List that was created from a report by subscribing to that report. When you subscribe to the report you can trigger Connect to update the Dial List when the report meets defined conditions. For more information about report subscriptions, see Salesforce help.

To subscribe to the report that the Dial List was created from, perform the following steps:

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 VCCConnect.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.

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   Report Subscription

   
   When the subscription runs, Salesforce checks the defined conditions and executes the VCCConnect.DialListReportRefresh action if the condition or conditions are met. The action triggers Connect to update the Dial List created from the report.