PhoneTools: Adding the component to a page layout

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 you will see four ‘(obsolete)‘ checkboxes, these can all be left unchecked.
• 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.

Back to the PhoneTools (v2.4 onwards) installation walkthrough