Within the Scheduled Screening section, select Enable Scheduled Screening to create a Scheduled Job that will execute each day, screening Not Screened and Overdue numbers.
To manage or delete the scheduled jobs, select Click here to view or delete scheduled jobs using the Salesforce Scheduled Jobs viewer.
PhoneTools will now have a daily job to execute a batch job to screen all configured records that have not yet been screened or are overdue. This is calculated from the Next Screen Due date field on the records.
To allow users in the organization to check the status of a phone number on a record, you will need to add the PhoneTools lightning component to the lightning record app page.
Go to Setup | Object Manager.
Navigate to the object that you would like to add the PhoneTools component to.
Select Lightning Record Pages.
If you already have a record page, select its label and press Edit. Or choose New if you would like to configure a new record page.
Select PhoneTools from the Lightning Components list on the left of the screen and drag the component to your desired location on your page layout.
In the panel on the right of the screen, select Enable screening.
Press Save, and Activate if required.
Note: you can use Add Filter to create rules for when the component is visible. i.e hide if phone field is empty.
Fields to screen is the heart of the application. It tells PhoneTools which fields in your organization need screening. PhoneTools will only screen phone fields that are configured and have the Enabled Screening checkbox enabled. We will cover this more in the article.
What’s available out the box?
Out of the box, PhoneTools comes configured with the following fields but by default, will NOT have Enabled Screening checked:
Account.Phone
Account.Fax
Contact.Phone
Contact.HomePhone
Contact.MobilePhone
Contact.AssistantPhone
Contact.OtherPhone
Lead.Phone
Lead.MobilePhone
Adding additional phone fields
You can add additional phone fields to the configuration.
Go to App Launcher | PhoneTools Administration.
Navigate to the Configuration tab.
Select Add Field.
Select the Object.
Select the Phone Field.
Choose the appropriate fields discussed in in the picklists.
Press Save.
Enabling screening on phone fields
With the phone fields now configured with PhoneTools, we can enable them for screening.
Go to App Launcher | PhoneTools Administration.
Navigate to the Configuration tab.
Select edit next to the field that you would like to enable screening for.
Select Enable Screening and four picklists will appear.
Choose the appropriate fields in the Phone Status Field, Next Screen Due Field and Screening results Field picklists (as discussed in the previous article).
Select Save.
Repeat this step for each field that is to be enabled for screening.
