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.

For versions prior to 2.4, review documentation here.

Introduction

• How does TPS and CTPS screening work in Salesforce?

Object and field configuration

• Trigger creation
• Creating custom functional fields
• Configure Field to Screen
• Select which services to screen against

Record screening criteria

• Define a formula
• Add a formula to a Field to Screen setting

Lightning component

• Add the PhoneTools lightning component to a record app page

Screening options

• Interactive record screening
• One-time batch screen
• Schedule a daily batch screening job
• Queue an immediate screen using Salesforce Flows