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PhoneTools TPS & CTPS: Installation Walkthrough

PhoneTools is one of the quickest ways to begin screening your Salesforce records against the UK-TPS and UK-CTPS databases to check whether the numbers are safe to call. This installation walkthrough will get you set up with a basic configuration in no time so you can rest easy and know you have a solution in place.

Introduction

Object and field configuration

Record screening criteria

  • Define a formula (coming soon)
  • Add the formula to a phone field setting (coming soon)

Lightning component

Screening options

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