Saleforce 4.0 information

Salesforce 4.0 has been added to the app exchange and is the version that any new customers will have access to.

Here is a demo:

What is new?

Previous versions allowed for dialing from Leads or Contacts objects, but no sorting was available . 

The new version will allow for dialing from Leads with two options.  You can now sort by name or company name in ascending only. ( We still can't force an order that the list is dialed in) 

Contacts sort order will be forced to sort by first name. 

We are aware that this limited and not exactly what most of our users would like to sort by, but due to limitations of what Salesforce will allow, this is an improvement over the random sort order we have had. 

The previous version also allowed for dialing from other objects, such as opportunities and tasks but those had to have a lead or contacts associated and you would have build the configuration.  

Custom objects that come with Salesforce (built in)  that already have a relationship with Leads or Contacts will already have a connection to the PhoneBurner app and you will not need to build the configuration as you have in the past. 

Opportunities will now have two options. To dial directly from the Opportunity, you can select "Begin Opportunity PhoneBurner session or Begin Contact dial session"

Dialing from other custom objects no longer requires the records to be linked to leads or contacts . 

Make sure that the Phone number mapping for the custom object is mapped in the Phoneburner.com integration/salesforce settings if you get a message that there are no contacts selected.  

Some basic lead reports will now be built in. These can be edited. 

A custom Dashboard will be available built off of the reports. 

The Home Screen in the app will have more detail as well. ( the list view is still in progress)

The dialer will operate the same way, however there will be some updates to the dialer window .

There will be some new buttons to create note and create follow up task. 

Create note/Create follow up: now gives an option to add a note or follow up task  while in session.

There are also new tabs on the contact record. 

Activity History and note: This will show a list of all activity for that contacts in the tab. 

Notes will show any notes that were added during a dial session. 

Leads and contacts objects will now have three new fields that automatically update with calls. 

• Last attempt
• # of attempted calls
• Last dispostion

Any records that were added before the updated version was installed will have # of attempted calls blank, we have not been able to get these to update.