APTO All Owner Dial Session Walkthrough

Summary

This video outlines the step-by-step process for creating an All Owner Dial Session button in Salesforce using Apex, Visualforce, and custom object configurations. This feature allows users to initiate a dial session targeting owners linked to properties within Zoho CRM. Key steps include:

Step 1: Create a Sandbox Environment

• Access Setup in Salesforce.
• Navigate to Sandboxes via the Quick Find search.
• Create a new Sandbox for development and testing.

Step 2: Develop Apex Code

• In the Sandbox, navigate to Apex Classes via Setup.
• Create two Apex classes:
  1. Property Dial Session Controller (Main functionality code).
  2. Property Dial Session Controller Test (Test class to meet Salesforce deployment requirements).
• Copy and paste the provided code from the training module into the respective Apex classes.

Step 3: Create a Visualforce Page

• In the Sandbox, go to Visualforce Pages.
• Create a new page called All Owners Dialer Start.
• Paste the provided Visualforce code into the new page and save.
• Ensure the Visualforce page security settings are adjusted if needed.

Step 4: Add a Custom Button to the Property Object

• In Object Manager, navigate to the Property Object.
• Go to Buttons, Links, and Actions and create a new List Button called All Owner Dial Session.
• Set the content source to Visualforce Page and link it to the All Owners Dialer Start Visualforce page.
• Add the button to both the Default Layout and the List View Button Layout.

Step 5: Add Sample Data in Sandbox

• Create sample Contacts, Properties, and Ownership Records in your Sandbox for testing.
• Import sample data from PhoneBurner’s Quick Start training module if needed.

Step 6: Enable PhoneBurner Sandbox Mode

• In your PhoneBurner Account, navigate to Integration settings.
• Select Salesforce and enable Sandbox Mode to allow PhoneBurner to connect to your test environment.

Step 7: Test the Solution in Sandbox

• In Salesforce, select a list of property records.
• Click the All Owner Dial Session button to confirm the functionality is working as intended.

Step 8: Deploy the Solution to Production

• Navigate to Outbound Change Sets in Setup.
• Create a new Outbound Change Set.
• Add the following components to the change set:
  • Apex Classes
  • Visualforce Pages
  • Button/Link
  • Profiles (for permission settings)
• Upload the change set and deploy it to your production environment.
• Run the Apex Test Class in Developer Console to confirm successful deployment.

Step 9: Validate and Deploy

• After deploying, validate the change set in Salesforce to ensure everything is working as intended.
• If any issues arise, consult your Salesforce admin or implementation team for further troubleshooting.
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Tags

Salesforce integration, Apex coding, Visualforce page creation, PhoneBurner Power Dialer, property owner dial session, Zoho CRM integration, outbound dialing, Salesforce deployment, CRM customization, sales productivity

Cleaned-Up Transcript

In this training, I’ll walk you through how to create an All Owner Dial Session button in Salesforce using Apex, Visualforce, and custom object configurations. This feature allows you to initiate a dial session for owners linked to properties in your CRM.

Step 1: Create a Sandbox Environment

Start by creating a Sandbox environment in Salesforce for safe development and testing.

Step 2: Develop Apex Code

In your Sandbox environment:

• Navigate to Setup and go to Apex Classes.
• Create two classes:
  • Property Dial Session Controller (Main functionality).
  • Property Dial Session Controller Test (To meet Salesforce deployment requirements).
• Copy and paste the provided code from the training module into each class and save.

Step 3: Create a Visualforce Page

• Go to Visualforce Pages.
• Create a new page called All Owners Dialer Start.
• Copy and paste the Visualforce code from the training module and save.

Step 4: Create a Custom Button

• In Object Manager, go to the Property Object.
• Under Buttons, Links, and Actions, create a new List Button called All Owner Dial Session.
• Set the content source to Visualforce Page and assign it to the All Owners Dialer Start Visualforce page.
• Add this button to both the Default Layout and the List View Button Layout.

Step 5: Add Sample Data for Testing

• Create sample data in your Sandbox environment, including:
  • Properties
  • Contacts
  • Ownership Records
• For sample data, you can import records from PhoneBurner’s Quick Start training module.

Step 6: Enable PhoneBurner Sandbox Mode

• In your PhoneBurner Account, go to Integration settings.
• Under Salesforce, enable Sandbox Mode and save.

Step 7: Test the Solution in Sandbox

• Select a list of properties in Salesforce.
• Click the All Owner Dial Session button to confirm the functionality.

Step 8: Deploy to Production

• In Setup, go to Outbound Change Sets.
• Create a new change set and add the following:
  • Apex Classes
  • Visualforce Pages
  • Button/Link
  • Profiles (for permissions).
• Upload and deploy the change set to your production environment.

Step 9: Final Testing

• Run the Apex Test Class in Developer Console to confirm the deployment was successful.
• If everything looks good, your All Owner Dial Session button should now be live in your Salesforce production environment.

If you encounter any issues, consult your Salesforce admin or implementation team for assistance.

I hope this helps — best of luck, and happy dialing!