To use any of the optional fields you'll need to create a custom activity field to match them in Salesforce. If you have a limited number of available custom fields, you may or may not want or need to use them.

How It's Done:

Field Creation in Salesforce

  1. Select Setup in the top right hand corner of the screen
  2. In the sidebar menu, click Customize under the 'Build' heading. Then click Activities, and then Activity Custom Fields
  3. Click New next to the 'Activity Custom Fields' heading
  4. Select the appropriate data type for the field you wish to add. Use the charts below for reference 
  5. Enter the Field Label from the charts below (Chart 1 and 2) in the Field Label field. Use care not to confuse it with the information that must go in the Field Name field 
  6. Click Next
  7. Enter the Field Label from the charts below (Chart 1 and 2) in the Field Label field. Use care not to confuse it with the information that must go in the Field Name field. Be sure to enter this information exactly as it is displayed in the chart. It may populate automatically when you enter information into the Field Label field. Do not use this automatically-generated value. Replace it with the text specified in the reference chart
  8. If you are adding the 'Dialer Type' field label (see the tables below), you will need to enter the three pick list options. Enter them like this, including paragraph breaks between each line:
     
    Click-to-Call
    Seek
    Domino
     
    If you are adding the List name or Query Name field, you'll be asked for a Character Length value. Enter the number 80 for 80 characters
  9. Click Next
  10. Choose any security settings you like and click Next
  11. Select the layouts you wish the fields to apply on and click Next
  12. Click Save to finish adding the field. Click Save and New if you'd like to immediately start adding the next layout
  13. Repeat steps 1-12 for any additional fields you wish to add

Inbound Fields (Chart 1)

Outbound Fields (Chart 2)

Important Notes:

  • To ensure that the fields operate as intended, be sure that the fields are not marked as "read-only," and that the fields are available to the access user
  • The fields will not display any information for up to 24 hours after they have been created. Once they begin to display data, they will update approximately every 15 minutes
  • The dialer system will not add data to these fields retroactively. The fields will only be populated for calls placed / received from the time forward

Related Articles/Next Steps

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