We’re excited to announce that PhoneTools 2.0 (Spring ‘22 Release) has arrived!
PhoneTools lets you screen your numbers against the TPS and CTPS databases, keeping you compliant with UK data privacy laws – all within Salesforce! With the much-anticipated addition of flow functionality and brand new support documentation, let’s take a closer look.
Screen your numbers in a Salesforce flow
Let’s quickly recap PhoneTools so far. PhoneTools already allows you to schedule automated nightly record screening, specifically records that have not yet been screened or have their Next Screen Due Date in the past.
Whilst practical, this leaves a window of time after the record is inserted/updated where the numbers won’t be screened until the next nightly batch job or manual user interaction.
That’s where flows come in to fill the gap.
PhoneTools 2.0 can be used within the powerful process automation tool that is Salesforce flow. What does this look like in practice? This means that you can now queue an immediate TPS and CTPS screening job to get the numbers’ screening statuses in seconds*!
With the flow, PhoneTools will queue a screening job automatically so there’s no need to wait for a nightly screening job. Equally important, is that you no longer need to rely on the user to manually click ‘Screen Phone Numbers’. Crucially, this means you can remove responsibility from your users and automate the process… what a business win!
How can you use your flow? Our best practice recommendation is to queue your screening jobs on insert and update to make sure your org has a shorter period of time holding data without a valid screening status. The outcome? Streamline your sales team’s operations and let them focus on what they do best, selling!
*This relies on an asynchronous Salesforce Future Methods – times may vary depending on your org.
Does this replace my existing method of screening numbers?
This flow functionality is designed to be an additional method to screen numbers on top of what you already have configured. The nightly batch job is key for picking up those records when they’re overdue and the ‘Screen Phone Numbers’ button is helpful for re-opening old prospects. The flow functionality is designed to minimize the gap between inserting new data and providing a status as soon as possible without user interaction.
Tried and tested documentation
With the addition of flow capabilities, we’ve published some new documentation to walk you through our recommendation for configuring the PhoneTools flow.
By the end of the guide, you’ll have your own flow configured and ready to screen those inserted and updated numbers. With the flow, you’re good to go!
How do I access PhoneTools 2.0 (Spring ‘22)?
Great question! In order to access PhoneTools 2.0, you will need to upgrade your package version from the AppExchange. If you haven’t installed PhoneTools, why not use our two week free trial?
Need a bit more help? Check out our handy guide: How to upgrade an AppExchange App in 4 steps.
If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: firstname.lastname@example.org.
Screen against UK TPS and CTPS databases to stay compliant and avoid fines. Learn more and book a demo.