📋 Summary

This training video guides users through how to use Salesforce Flows to automatically update custom fields on a custom object (such as a "Property" object) based on PhoneBurner® dial session outcomes. This is particularly helpful because standard PhoneBurner package automation only supports Leads and Contacts, and custom objects require you to build your own flows.

The walkthrough covers how to:

• Trigger the flow when a new Task record (PhoneBurner call log) is created.

• Use subject line filtering to limit the flow to PhoneBurner-generated calls.

• Retrieve the related custom object (e.g., Property) using the What ID.

• Update three custom fields:

  • Number of Calls (using a formula that handles blank/null values),

  • Last Call Date and Time (based on Task creation date),

  • Last Disposition (using Task call result).

The flow enables automated, consistent tracking of calling outcomes on any object in Salesforce, helping teams scale outreach efforts and reporting without manual data entry.

🏷️ Tags

PhoneBurner, Salesforce, Flow Builder, automation, call tracking, custom object, Salesforce integration, custom fields, call outcomes, disposition logging, process automation, CRM updates

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello there! Thank you for taking a moment to watch this video. In this training, we’re going to show you how to take advantage of Salesforce Flows to automatically update specific fields on a record, based on PhoneBurner call outcomes.

If you watched the previous video, you know how to create three custom fields on a custom object:

• Last Disposition

• Last Call Date and Time

• Number of Calls

These match the fields that come preinstalled with PhoneBurner on standard objects (Leads and Contacts). For custom objects, however, you'll need to create and automate these fields yourself.

Getting Started with Flows:

• Go to Setup > Flows.

• Click New Flow and select Record-Triggered Flow.

• Choose the Task object (since PhoneBurner logs calls as tasks).

• Trigger the flow when a record is created.

Optional: Filter for PhoneBurner Calls Only

Set entry conditions where Subject contains “PhoneBurner”—this ensures the flow only runs on PhoneBurner-generated call tasks.

Add Flow Elements:

1. Get Records

• Add a “Get Records” element to retrieve the custom object record (e.g., “Property”) associated with the Task.

• Use the What ID from the Task to find the correct record.

2. Update Records

• Add an “Update Records” element to update the custom object.

• Set conditions using the record ID pulled from the Get Records step.

Fields to Update:

Number of Calls

• Create a formula to increment the number field safely (handles blanks/nulls):

  scss

   

  BLANKVALUE({!Get_Property_Record.Number_of_Calls__c}, 0) + 1

Last Call Date and Time

• Use the Task’s CreatedDate field.

Last Disposition

• Use the Task’s Call Result field.

Once everything is mapped, Save and Activate the flow.

Test It:

• Launch a PhoneBurner session from your custom object (e.g., Property).

• Complete a call with any disposition.

• The new Task is created, and the flow updates your custom fields.

Refresh your list view, and you’ll see:

• Number of Calls incremented,

• Last Call Date/Time updated,

• Last Disposition set.

Wrap-Up:

This example shows how to automate updates for three core fields, but you can expand this to track anything important to your workflow using the power of Salesforce Flow Builder.

Thank you for taking the time to watch this video. We hope this helps you and your organization get more done in less time using the power of PhoneBurner.

🎵 [Music Outro]