Page Comparison

...

1. Go to Setup in Salesforce.
2. Locate and open your Dial List object in Object Manager or Custom Objects.

3. In the Fields & Relationships or Custom Fields & Relationships section, locate and click Type. Type (Managed) appears.

4. Scroll to the Values section.
   Click New. Type appears.

   

5. In the text area, type the API name, or names, of the new Dial List type, or types, you want to add. API names of custom objects always end in "__c".

   Info
   In our example, we would type Customer__c.

   Click Save. Type (Managed) appears with the new picklist value, or values, listed.

6. Click Back to Dial List. If you want Dial Lists of the new type to use new phone fields, repeat steps 3-5, replacing Type with Primary Phone Field and Secondary Phone Field, and specifying the API name of the phone field. API names of custom objects always end in "__c".

   Info
   In our example, we would add both Land_Line__c and Mobile__c to both the Primary Phone Field and the Secondary Phone Field.

   These phone numbers are used in the Phone Field and Alternate Phone fields when you create a new Dial List.

7. In the Fields & Relationships or Custom Fields & Relationships section, again locate and click Type. Type (Managed) appears.

8. In the Field Dependencies section, locate Primary Phone Field.
   Click Edit. Edit Field Dependency appears.

   Image Removed

9. In the table of Dial List types, find your newly created type.

   Note
   You might need to click Next or View All in the table to find your new type.

   In the column that displays your new type, double-click the primary phone field or fields to include in the Phone Field when you create a new Dial List.

   Info
   In our example, we would double-click Mobile__c and Land_Line__c.

   Click Save.

   Image Removed

10. Repeat steps 8 and 9 for Secondary Phone Field to include phone fields in the Alternate Phone field when you create a new Dial List.

When you create a Dial List, you can new now select the new type in the List type field and associated phone number fields in the Phone Field and Alternate Phone fields.

...