Single Contact Dial session with PhoneBurner from Salesforce

Summary

This video demonstrates how to add a Dial Contact button to Salesforce contact and lead records, allowing users to launch a PhoneBurner Dial Session directly from the contact or lead details page. Key steps include:

1. Access Salesforce Setup:

   • As an admin, click the gear icon in the upper-right corner and select Setup.
   • In Setup, go to Object Manager.

2. Modify the Contact or Lead Object:

   • Search for either Contact or Lead (this example shows the Contact object).
   • Click the desired object and go to Page Layouts.
   • Select the page layout you want to modify.

3. Add the Dial Contact Button:

   • Under Mobile & Lightning Actions, drag the Start Dialing button into the Salesforce Mobile and Lightning Actions section.
   • Click Quick Save or Save to confirm the changes.

4. Launch a Dial Session:

   • Navigate to a contact record, refresh the page, and the Start Dialing  button will now be visible.
   • Clicking this button will launch a PhoneBurner dial session, and after dispositioning the call, the activity will automatically log back to the contact record.

This streamlined setup enhances productivity by allowing reps to quickly initiate calls directly from Salesforce, ensuring all call activities are tracked efficiently.

Tags

Salesforce integration, PhoneBurner setup, Start Dialing button, CRM automation, outbound calling strategy, contact management, sales productivity, streamlined calling, call tracking, PhoneBurner features

Cleaned-Up Transcript

Would you like the ability to launch a PhoneBurner Dial Session directly from a Contact or Lead record in Salesforce? Let me show you how to set it up.

1. Access Setup:

   • As an Admin, click the gear icon in the upper-right corner of the page and select Setup.

2. Navigate to Object Manager:

   • In Setup, click on Object Manager.
   • Type in Contact or Lead — for this example, I’ll use the Contact object.

3. Edit the Contact Page Layout:

   • Click the Contact object, then select Page Layouts.
   • Choose the layout you want to modify — I’m editing the Contact Layout in this example.

4. Add the Start Dialing Button:

   • In the layout editor, click Mobile & Lightning Actions.
   • Drag the Start Dialing button into the Salesforce Mobile and Lightning Actions section.
   • Click Quick Save or Save.

5. Verify the Button on a Contact Record:

   • Return to a Contact record and refresh the page.
   • You'll now see the Start Dialing button available.

Clicking this button will immediately launch a PhoneBurner Dial Session. After dispositioning the call, all call activities will automatically log back to the contact record.

This feature works for both Leads and Contacts, making it easier for you and your team to connect with prospects quickly and efficiently.

I hope this helps your organization get more done in less time using the power of PhoneBurner.

Thanks for watching, and happy dialing!