Create Configuration for Dialing Custom Objects in Salesforce

✅ SUMMARY:
This video provides a step-by-step walkthrough on how to enable a PhoneBurner power dialing session from a custom object in Salesforce. It explains how to use the latest PhoneBurner Lightning App to configure dialing from either custom or managed package objects. Key steps include:

1. Install & Access PhoneBurner App: Use the Lightning App to navigate to the “Create Configuration” tab.
2. Select Custom Object & ID Field: Choose the object and the field (typically the object ID or a related contact ID) that will be used for dialing.
3. Generate Dialer Code: Generate and copy the provided Visualforce page code.
4. Create Visualforce Pages:
   • Step 1 Page: Always required. Allows launching the dial session.
   • Step 2 Page: Only needed if dialing records from a custom object (not required for standard objects like Contact).
5. Adjust Security Settings: Update access permissions on Visualforce pages for relevant user profiles.
6. Create List View Button: Add a button to the custom object list view to launch the dial session.
7. Add Button to Layout: Ensure the button appears in the list view layout for user access.

The video emphasizes naming conventions, permission settings, and when it's necessary to create a second Visualforce page depending on the data source. The process ultimately enables users to power through 60–80 calls per hour using PhoneBurner's one-click dialing experience directly from custom Salesforce objects.

🏷️ TAGS:
Salesforce, custom objects, Visualforce, power dialing, Lightning App, Salesforce setup, dialing automation, list view button, PhoneBurner integration, dialing configuration, Visualforce security, Salesforce training, outbound calling

📄 CLEANED-UP TRANSCRIPT:
So, you've got a custom object that you'd like to dial from, and you want your organization to take advantage of the PhoneBurner power dialer to make up to 60 to 80 dials an hour. It’s super easy to set up—let me show you how to add the option to start a PhoneBurner dial session from a custom object. Whether it’s a custom object you created or one from a managed package, the process is the same.

Step 1: Accessing the App

First, make sure you’ve installed the latest version of the PhoneBurner app. In that app, you should see a PhoneBurner Lightning App. Go to your App Launcher, search for PhoneBurner, and launch the Lightning App.

Within the app, navigate to the "Create Configuration" tab. While you can add this tab to any app, there’s really no need—just use it here.

Step 2: Select Object and Field

In the "Create Configuration" tab, you’ll see a dropdown menu listing all your custom objects in Salesforce. For this example, I’ll use one called "My Vendor."

Once you select your object, step two will show another dropdown menu listing fields that contain IDs. This can include the object’s own ID (used to dial object-specific records) or IDs of related records, like a linked contact field. I’ll choose the object ID to dial from the custom object records directly.

Click "Generate Dialer Code."

Step 3: Create Visualforce Pages

You'll now see three steps:

Step 1: Visualforce Page (Always Required)

You’ll be given code to create a Visualforce page. Just copy the code—no editing needed.

1. Go to Setup, then type "Visualforce" into the Quick Find bar.
2. Click "New" (not "Create New View").
3. Name the page (e.g., Training_MyVendor_Dialer). The label can have spaces, but the name cannot.
4. In the markup section, delete the placeholder code and paste in the copied code.
5. Click Save.

This page lets you launch the dial session from your custom object.

Step 2: Secondary Visualforce Page (Conditionally Required)

This step is only required if the records you want to dial are from a custom object. If you’re dialing standard object records (like Contacts), this step is unnecessary since the needed pages already exist.

If needed:

1. Copy the code for the second page.
2. Create a new Visualforce page, name it [Custom Object API Name]Details exactly, and paste the code.
3. Click Save.

Note: If you already created a page with that name, you’ll see an error.

Step 4: Set Visualforce Page Security

Update the security settings for both pages to give access to all relevant profiles—basically, any user who will be starting dial sessions. Select all applicable profiles and click Save.

Step 5: Create List View Button

Now, tie it all together with a button.

1. Go to Setup > Object Manager, find your custom object (e.g., "My Vendor").
2. Click on "Buttons, Links, and Actions".
3. Click "New Button or Link".
   • Name it (e.g., Training Button).
   • Set Display Type to "List Button".
   • Enable "Display Checkboxes".
   • Set Behavior to "Display in existing window without sidebar or header".
   • Set Content Source to "Visualforce Page", and choose the one you created earlier.

Click Save.

Step 6: Add Button to Layout

You’ll see a warning that the button hasn’t been added anywhere. To add it:

1. Go to Search Layouts for the object.
2. For "Default Layout", click the dropdown and select Edit.
3. Add your new button (e.g., "Training Button") to the layout.
4. Click Save.
5. Go to List View Button Layouts for the object.
6. For "List View", click the dropdown and select Edit.
7. Add your new button (e.g., "Training Button") to the layout.
8. Click Save.

You can rename the button later to something more descriptive like "Begin PhoneBurner Session".

Step 7: Test It

Go back to your custom object and open a list view. You should now see your button.

Click it, and it will take you to your Visualforce page, where you can launch a PhoneBurner dial session. If you selected the object ID, you'll be dialing directly from those records. If you selected a related field (like linked Contact), the process is similar—except you don’t need to create a second Visualforce page if it's a standard object.

Important Notes:

• Step 1 and Step 3 (Button) are always required.
• Step 2 is only required if you’re dialing custom object records.
• Use accurate naming and update security settings for all relevant user profiles.

This setup helps you and your team maximize your productivity with PhoneBurner, allowing efficient, high-volume dialing directly from Salesforce custom objects.

Thanks and happy dialing!