Salesforce – Using a Custom Field or Object With TrueDialog

By default, TrueDialog supports the standard object types with phone numbers in the Mobile or Phone fields. If you are using a custom object or a custom phone field in a standard object, you connect the TrueDialog integration to the field where the phone number for the record is stored.

For specific requirements regarding the addition of a custom phone field to certain standard objects, please refer to the following section:

⮞ Standard Object Requirements

The example below shows how to configure the TrueDialog integration to utilize a custom field in the Contact object. The process is the same when working with a custom object, except that you need to enter the API name of the custom object instead of Contact in the instructions provided.

If you connect a custom phone field, previous SMS messages will not be displayed in the TrueDialog Messenger for any records of the connected object. If the connection is removed, any messages sent after the connection was made will also not be displayed in the TrueDialog Messenger.

Create Custom Phone Number Field

For a field to be used as a custom phone number field by the TrueDialog integration, it must have the following parameters:
     Data Type = Text
     Field Name = TrueDialog_Phone

1. Select the Contacts tab.
2. Click the Settings Gear icon to open the settings menu.
3. Click Edit Object.

   

4. Click Fields & Relationships from the left sidebar.
5. Click New.
6. Scroll down and select Text for the Data Type of the field.
7. Click Next.

   

8. Enter the name to be displayed on the records layout page in the Field Label textbox.
9. Enter the number of characters for the field in the Lenght textbox.

   Ensure that the value entered for Length exceeds the characters required to hold a phone number in any supported format. In this example, a value of 50 ensures more than enough characters are available.

10. Change the Field Name to TrueDialog_Phone.

    The Field Name will be automatically populated with the Field Label value, with spaces replaced by underscores. The TrueDialog integration requires custom Phone Number fields to have an API name of TrueDialog_Phone__c, so it knows what field to access when sending a message.

    

11. Click Next.

    

12. Ensure the Visible checkbox is checked on all the profiles needing access to this field. If you are unsure, check all the profiles.
13. Click Next.

    

14. Check the Add Field checkboxes for the layouts on which you want the field displayed. If you are unsure, check all of the layouts.
15. Click Save.

    

SMS Opt Out Field

If you are using a custom object, the object needs an SMS Opt Out field with the following parameters:

Parameter	Value
Field Label	SMS Opt Out
Field Name	SMS_Opt_Out
API Name	SMS_Opt_Out__c
Data Type	Checkbox
Default Value	Unchecked

You can use a different value for Field Label, but it is recommended that you use SMS Opt Out. This field must be visible to any profiles that send SMS messages with this custom object.

Find Object API Name

When you create the connector and format the phone number, you will need the API name of the object you are connecting. The following instructions show you how to find the API Name in the Object Manager.

1. Click the tab for your Object.
2. Click the Settings Gear icon to open the settings menu.
3. Click Edit Object.

   

4. Click Details on the left sidebar.
5. The API Name field has the object’s API Name.

   

Create Connector

1. Click the App Launcher.
2. Enter TrueDialog in the search box.
3. Click the TrueDialog app.

   

4. Select the Messages Connectors tab.
5. Click New.

   

6. Enter a name for this connector in the Messages Connector Name.

   There are no naming requirements for the connector name.

7. In the Connected SObject API Name, enter the API name of the object for which you are creating this connector. This example uses the Contact object.

   This can be a standard or custom object.

   

8. Click Save.

   

Format Phone Number

The TrueDialog integration requires custom phone number fields to be formatted in the +1########## format. You can use the Format Phone Number utility to convert the custom phone number field for all records to the required format.

1. Select the Contacts tab.
2. Click a contact to add a phone number to the custom field you created above.

   

3. Click the Details tab.
4. Click the Pencil icon next to the new custom field, Custom Phone Number.

   

5. Enter a phone number for the contact in the Custom Phone Number textbox.
6. Click Save.

   

7. Click the TrueDailog Settings utility at the bottom of the window.

   If you have not added this utility to your app, follow the Salesforce – Adding TrueDialog Settings Utility article instructions. Alternatively, you can access the TrueDialog Settings utility from the TrueDialog app.

8. Scroll down to the Objects with connectors section.
9. In the Type SObject API Name textbox, enter the API name of the object in which the custom field is. This example uses the Contact object.
10. In the Type Phone Field API Name, enter the API name of the custom phone number field. This field must be named TrueDialog_Phone.

    

11. Click Format phone number.

    This will format the phone number in the custom phone number field for all of the records of the specified object.

12. You will receive a notification once the format phone number process is complete for all records.

    

13. (Optional) Click the Bell icon to open Notifications and verify that you have received a Success notification that the Formatted Phone Number process ended.

    

14. Refresh the record’s page and verify that the Custom Phone Number field is formatted to be +1##########.

    

Standard Object Requirements

The sections below explain the unique requirement for using a custom phone field with some of the standard objects.

Opportunity Objects

The Opportunity Object doesn’t support connecting a custom phone field.

Campaign Members Objects

The Campaign Members Object doesn’t support connecting a custom phone field.

Person Account Objects

When using the Person Account object and custom phone number fields for Contact and Account objects, ensure you can tell the difference between them. This can be done by giving the phone number fields for each object a different Label (the API Names will still be the same).

Lead Objects

Because Leads can be converted to Contacts or Accounts, you must set up field mapping for the Lead object if you are using a custom phone field.

The table below explains what fields to map depending on which objects use a custom phone number field. The Custom Phone Number field is used as an example to represent your custom phone number field.

Mapping	Lead Field	Account/Contact Field
Lead uses a custom phone field, and Account/Contact uses a standard phone field.	Custom Phone Number	Formatted Phone Number
Lead uses a standard phone field, and Account/Contact uses a custom phone field.	Formatted Phone Number	Custom Phone Number
Lead uses a custom phone field, and Account/Contact uses a custom phone field.	Lead Custom Phone Number	Account/Contact Custom Phone Number

The following instructions show you how to use the Map Lead Fields tool.

1. Click the Settings Gear icon to open the settings menu.
2. Click Setup.

   

3. Enter object manager in the search box.
4. Click Object Manager.

   

5. Enter lead in the search box.
6. Click Lead.

   

7. Click Fields & Relationships in the left sidebar.
8. Click Map Lead Fields.

   

9. Select the tab of the Object that Leads will convert to.

   

10. Complete the field mapping Lead Fields to Account/Contact Fields as outlined in the table above. The screenshot below shows mapping the standard phone field to a custom phone field.

    

11. Click Save.