📋 Summary

This video explains how the custom fields provided by the PhoneBurner managed package—Total Number of Attempted Calls, Last Attempt Date, and Last Disposition—are automatically updated in Salesforce. These fields are added to both the Leads and Contacts objects during installation.

The video walks through the behind-the-scenes process using a Salesforce Flow named "Set PhoneBurner Call Values", which is included in the managed package. While users can't modify the flow directly due to package restrictions, they can deactivate it and rebuild a custom version if needed.

Key actions in the flow:

• Triggered when a Task (Activity) is created (i.e., after a call).

• Uses logic to check whether the task is related to a Lead or Contact.

• Retrieves the corresponding record and updates the three custom fields with data from the Task:

  • Call count (incremented)

  • Last attempt date (from task creation)

  • Last disposition (from task result)

This ensures that Salesforce always reflects the latest PhoneBurner call activity, enabling powerful list filtering, segmentation, and reporting.

🏷️ Tags

PhoneBurner, Salesforce, managed package, flow automation, custom fields, call tracking, task trigger, lead calls, contact calls, CRM updates, call dispositions, Salesforce flows

📝 Cleaned-Up Transcript

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

In this training, we’re continuing our Salesforce integration series for PhoneBurner®.

If you’ve been watching the other videos, you’ll know that we’ve discussed the three custom fields included in the PhoneBurner managed package:

1. Total Number of Attempted Calls

2. Last Attempt Date

3. Last Disposition

These fields are created on both the Leads and Contacts objects. But how are they updated?

Let’s take a look at that.

Behind the Scenes: Salesforce Flow

When you install the PhoneBurner managed package, it automatically includes a Flow called:
“Set PhoneBurner Call Values.”

• Go to Setup > Flows.

• You'll see it listed there.

While this Flow is part of the managed package and cannot be edited, you can:

• View it,

• Deactivate it (if it's causing issues in your org), and

• Use it as a model to rebuild your own version with help from your Salesforce admin.

What Does the Flow Do?

• It is triggered when a new Task is created.

• Tasks are created automatically every time you make a call using PhoneBurner.

• The Flow checks if the Task is related to a Lead or a Contact.

• Depending on the record type:

  • It retrieves the Lead or Contact.

  • Then updates three custom fields with information from the Task.

These updates include:

• Incrementing Attempted Calls by 1,

• Updating Last Attempt Date using the Task's created date,

• Copying the Task’s Call Disposition to the Last Disposition field.

If you're rebuilding the flow yourself:

• Use Get Record to retrieve the Lead/Contact.

• Use Decision elements to route the logic by object type.

• Use Update Records with simple formulas referencing the Task.

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So that’s a quick look at how the PhoneBurner managed package keeps your Salesforce data up to date automatically.

Thanks for taking the time to watch this video—and happy dialing!