📋 Summary

This training video explains how to configure and use the PhoneBurner® Power Dialer with a custom object in Salesforce. The example used is a custom “Property” object designed to relate property records to contacts. Once the custom object and its fields are set up, teams can launch dial sessions either to the contact related to the property or to the property record itself, depending on where they want activity history and notes logged.

The video also addresses a common issue: launching a dial session to a custom object with no phone number mapped. To resolve this, users must log into PhoneBurner, navigate to Salesforce integration settings, and map the appropriate phone field (e.g., “Property Phone”) via custom field mappings.

Once configured, users can:

• Initiate dial sessions from custom objects,

• See custom object data (instead of contact data) in the dial session,

• Log activities and notes back to the custom object,

• Customize which fields appear in the dial session window.

This gives users flexibility over which Salesforce records are dialed and where data is stored, making the PhoneBurner + Salesforce experience more adaptable for diverse workflows.

🏷️ Tags

PhoneBurner, Salesforce, custom objects, dial session, field mapping, property object, power dialer, call logging, contact vs object dialing, Salesforce integration, call dispositions, task automation

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello there! Thank you for taking a moment to watch this video. In this training, we’re continuing our Salesforce integration and setup for the PhoneBurner® app.

This is part of a broader video series, and I recommend watching the earlier videos because they build on each other. In this specific video, we’re focused on adding the ability to initiate a PhoneBurner dial session from a custom object.

For this demo, I’m using a custom "Property" object created in my development environment. This object stores property records, which are typically related to contacts.

Dial Session Options:

In my Salesforce app, you’ll notice I have two PhoneBurner session buttons:

• Contact PhoneBurner Session: Calls the related contact.

• Property PhoneBurner Session: Calls the property record itself.

The choice depends on:

• What data you want to see in the dial session,

• Where you want the call activities and notes logged.

Launching a Dial Session:

Let’s select our test record and launch a Contact PhoneBurner Session. In the dial session window:

• You'll see contact details (even though the session was started from a property).

• Any notes, follow-ups, and dispositions will be logged to the Contact record.

Now, let’s try the Property PhoneBurner Session. When I tried launching it, I received a message: “Zero records were added.”

Why Did That Happen?

PhoneBurner doesn’t know which phone field to use on a custom object. You must manually map the correct phone number field.

Fixing the Issue:

1. Go to Setup > Object Manager.

2. Open your custom object (e.g., Property).

3. Identify your phone field (e.g., “Property Phone”).

4. Log in to PhoneBurner.

5. Click your initials > Integrations > Salesforce > Details.

6. Scroll to Custom Field Mappings.

7. Paste the API name of your phone field and assign it a type (home, work, etc.).

8. Click Save.

Back in Salesforce:

Launch the Property Dial Session again. This time, it works! Now you can:

• See property record details in the dial session.

• Log notes and follow-up tasks directly to the Property.

If you want to include contact info in the dial session:

• Add those contact-related fields to the property record layout.

After the Call:

• You can create notes and follow-up tasks from within the session.

• Clicking “Edit in Salesforce” takes you to the property record.

• From there, you can also jump to the related contact.

• When you disposition the call (e.g., "Interested"), the activity is logged to the Property record.

Final Thoughts:

This setup shows how you can add dial session functionality to any custom object in Salesforce. It gives your team control over how and where data is captured.

I hope this helps you and your team get more done using the power of PhoneBurner. Thanks again—and happy dialing!

🎵 [Music Outro]