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Multi-select Picklists

The latest version of the PowerDialer for Salesforce lets you create multi-select picklists for tasks and events in Salesforce, and place them in a dialer panel (for more information on dialer panels, visit the Dialer Panels section).

The available picklist fields and available options are controlled from within Salesforce; to get them in front of agents using the PowerDialer or Click-to-Call, all you have to do is add the field.

  1. Open the Salesforce system setup menu.
  2. Click Customize.
  3. Click Activities.
  4. Click Activity Custom Fields.
  5. In the main window, click Add a Custom Field to Activities.
  6. Click New to create a new custom field.
  7. Select "Picklist (Multi-Select)" and click Next.
  8. Enter a name in the Field Label. This will be visible on the call log itself, as well as the Dialer Panel Editor.
  9. In the next field, enter values for the picklist. Separate each value on its own line.
  10. Set the # Visible Lines option to determine how many list values will be visible at once. A scroll bar will appear in the picklist field if your agents need to see additional options.
  11. Use the checkboxes to govern visibility of the picklist. Then click Next.
  12. Make sure the Task Layout box is checked. Then click Save.

You will need to add the new field to your dialer panel. To learn how to do this visit our Dialer Panel section.

Release Notes

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Advanced training for the PowerDialer for Salesforce.

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