📋 Summary

This training video walks through the process of launching a test dial session in Salesforce using the PhoneBurner integration. It covers:

• How to initiate a dial session from the Leads object,

• The options to sort leads by name or company,

• The dial session setup using presets (Dialer Presets),

• Verifying that Salesforce lead data loads properly in the iframe,

• Ensuring that call outcomes (dispositions) trigger activity logging back to the correct lead,

• And validating that everything is syncing correctly between the systems.

By completing this test, users confirm that PhoneBurner is ready for live use inside Salesforce.

🏷️ Tags

PhoneBurner, Salesforce, dial session, lead management, CRM integration, test call, outbound sales, iframe integration, call logging, sales enablement, sales automation

📝 Cleaned-Up Transcript

🎵 [Music Intro]

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

In this training, we’re continuing our Salesforce integration series for PhoneBurner®, and today we’re doing a test dial session.

If you've already:

• Installed the PhoneBurner app,

• Added the Begin PhoneBurner Session button to your Leads object…

…then you’re ready to start calling.

Step-by-Step: Test Dial Session from Leads

1. From the Leads tab, select one test record.

2. Click the dropdown and choose Begin PhoneBurner Session.

3. You’ll be taken to a Visualforce page where you can sort your session by:

   • Lead Name, or

   • Company Name. (This matters more when you're dialing large lists.)

4. Click Launch Dial Session.

5. A new window opens. Enter your PhoneBurner login credentials.

Dial Session Configuration

Now that you're logged in:

• You’ll see dialer presets, which bundle your call settings (like voicemail drop, email follow-ups, dispositions).

• Select the appropriate preset—e.g., “First Attempt”.

Then, get connected:

• Either call in with your phone, or

• Use your computer headset.

Once connected, your first call begins.

• If they answer, have the conversation.

• If they don’t, just click your voicemail button and move on.

What to Check in a Test Call

For this first test, focus on:

• Confirming that the lead detail iframe appears properly in the dial session window,

• Verifying you can edit lead fields directly in the iframe,

• Making sure any edits are saved back to Salesforce,

• Clicking a disposition button (e.g., “Set Appointment”) at the end of the call.

Validate the Result in Salesforce

After ending the dial session:

1. Return to the lead record.

2. You should see a new activity:

   • Logged with the subject: Call with PhoneBurner – Set Appointment.

✅ That means your integration is functioning properly.

---

At this point, you’re officially set up to begin using PhoneBurner inside Salesforce!

You’ve seen how:

• Easy it is to start dialing,

• Data stays in sync,

• And how seamlessly it fits into your existing workflow.

But remember—we’ve got a lot more training to help you maximize the system’s full potential.

Thanks again for watching, and as always—happy dialing!

🎵 [Music Outro]