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Admin User Guide: Convoso for Salesforce

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Julianne Skinner
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NOTE: Convoso for Salesforce is an account add-on and is downloaded via the Salesforce Agent Exchange. 
Contact your CSM for more info.

Overview

This guide walks Salesforce administrators through preparing Salesforce data for use in Convoso. You’ll create a custom formula field that exposes Salesforce’s 18-character Record ID, add that field to a Salesforce report, and then export the report to a CSV file. The exported CSV can then be used for tasks like uploading a dial list into Convoso.

Contents

Part 1: Preparing your Data

Salesforce’s standard text fields have a 15 character maximum.

To enable export of the Salesforce 18 character unique Record Identifier, a custom field must be created.

Create a Custom Field

1.) Login to Salesforce.

2.) Click the gear wheel icon in the top-right.

3.) Click Setup from the pop-up menu.

4.) Click the Object Manager tab.
5.) Select a Salesforce Object from the list with the records you wish to export.

6.) On the page for the selected Object, click on Fields & Relationships in the left panel.

7.) On the Fields & Relationships page, click the New button.

The New Custom Field page will open on Step 1.

Step 1

8.) Click the Formula option in the Data Type section.

9.) Click the Next button.

  • This button is located in the top and bottom right of the window, you can click either to continue to the next step.

The Step 2 page will open.

Step 2

10.) Enter a name for the Field Label.

  • Field Name will autofill to match the Label.

11.) In the Formula Return Type section, click the Text option.

12.) Click either Next button.

The Step 3 page will open.

Step 3

13.) Click the Advanced Formula tab.

 

14.) In the text field, insert the following: CASESAFEID(Id)

 
15.) Click either Next button.

The Step 4 page will open.

Step 4

16.) Check the necessary boxes in the Visible column of the Field-Level Security for Profile section to establish Field-Level Security.

  • Click the header checkbox to select all.

17.) Click either Next button.

The Step 5 page will open.

Step 5

18.) Select the Page Layouts the field should be added to.

19.) Click the Save button at the top-right or bottom-right.

Part 2: Adding the Record to a Salesforce Report

1.) Click the App Launcher dots icon.

2.) Search for and click on Reports.

3.) On the Reports page, click on the name of the report with the records you wish to dial.

  • The report should pertain to the Object that you created the Custom Field for in Part 1, i.e., Leads.

  • You can also create a new Report by clicking the New Report button.

4.) If you are editing a report, click the Edit button.
5.) In the Columns section of the left panel, find the name of the field with the 18 character Salesforce Record ID.

6.) Click the option in the drop-down to add it to the list below the search bar.

  • Add any additional fields needed.

7.) Drag and drop the Column Fields to rearrange as needed.

8.) Click the Save & Run button.

 

Part 3: Export Report

1.) On the Reports main view, click the Arrow button next to Edit.

2.) Click the Export option from the drop-down menu.

An Export modal window will open.

3.) In the Export View section, select Details Only option.

4.) In the Format drop-down menu, select Comma Delimited .csv .

5.) Click the Export button.

  • The exported file can be used to upload a list on the Convoso platform.