📋 Summary

This training video walks through how to initiate PhoneBurner® dial sessions directly from the Task object in Salesforce. This is especially useful for users who manage large lists of tasks—overdue, due today, or future-dated—and want to power through them efficiently using the PhoneBurner Power Dialer.

The video demonstrates:

• How to use the “Begin Contact PhoneBurner Session” and “Begin Lead PhoneBurner Session” buttons.

• How the dialer intelligently adds only Contacts or Leads to a dial session depending on which button is clicked, even if multiple tasks are selected.

• What users can do inside the dial session:

  • View and edit contact/lead details,

  • Create follow-up tasks or notes,

  • Disposition the call with outcomes that log activity back to Salesforce.

Call activities are logged against the appropriate Contact or Lead record, not the task itself. This approach provides seamless CRM updates while letting sales reps work directly off task views.

🏷️ Tags

PhoneBurner, Salesforce, task management, Power Dialer, Contact dialing, Lead dialing, CRM integration, call activity logging, task-based calling, sales workflow, outbound calls, call dispositions

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello, and thank you for taking a moment to watch this video.

In this training, we’re continuing the Salesforce integration and setup for the PhoneBurner® app, and more specifically, how to initiate dial sessions from the Task object.

If you're like most users, you probably have a list of tasks—due today, overdue, or upcoming—that you want to power through efficiently. PhoneBurner is perfect for that.

In a previous video, we showed how to add the "Begin Contact" and "Begin Lead PhoneBurner Session" buttons to the Task object. In this video, we’ll actually walk through how to use them.

Step-by-Step:

• Load a Task list view (e.g., Overdue Tasks).

• Select multiple tasks. In this example, I’ve selected two: one linked to a Contact and one to a Lead.

Now, when I click "Begin Contact PhoneBurner Session", even though two tasks are selected, only the Contact-related task is added to the dial session. The system automatically filters based on which session type (Contacts or Leads) is initiated.

Inside the Dial Session:

• The dialer window shows Contact details.

• You can log notes, create follow-up tasks, or edit the record directly from the session window.

• Clicking "Edit in Salesforce" takes you to the Contact record, not the Task.

• Call dispositions log completed activities back to the Contact.

Let’s say I mark this contact as "Not Yet Interested". The call ends, and the disposition is logged.

Initiating a Lead Session:

• Back on the Task object, I’ll now click "Begin Lead PhoneBurner Session".

• Again, I had selected two records, but only the one related to a Lead is included.

• Once the session starts, the Lead details are shown in the dialer.

• Any updates or notes are logged back to the Lead record, just like with Contacts.

After completing and dispositioning the call, the activity is logged as a completed task under the Lead.

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And that’s a quick overview of how you and your team can initiate PhoneBurner dial sessions directly from Salesforce tasks, allowing you to work more efficiently while still keeping your CRM data up to date.

Thanks again—and happy dialing!

🎵 [Music Outro]