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Used in Creating multiple individual Dial Lists for agents, Creating a single Dial List (first-come, first-served), Editing a Dial List

Excerpt

Defining filter settings

for where

when the dial list object has more than 1000 custom fields

In the case where the dial list object has more than 1000 custom fields, the first field will be rendered as an text input field. In this situation, using the account object as an example, you would specify the fields' names as follows:

Dial list objectLocation of field to filter byField labelsField name
AccountAccount objectEmployeesNumberOfEmployees
AccountRelated user objectAccount Owner (on account object) and Role (on user object)Owner.UserRoleId

To find field names, go to Object Manager within Setup. Open the required object and go to Fields & Relationships. You will find the field name in two places:

  • In the Field Name column alongside the field
    Field name in column
  • In the Field Name field when you click to view the field
    Field name in field

The values may be different in these two places.

If you are filtering by a field on a related object, the field name used for the lookup (before the dot) must be the value that appears when you view the field. For all other field names, including the related field name (after the dot), use the value in the column.

Related object fields are only supported to one level deep; you can only use a single dot.

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