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Create Dial List button provides a quick way of creating a Dial List from selected customers in a List View. The first step in enabling users to create a Dial List from a List View is to create a page that contains the code for the button.

Contacts and Leads views

Installing Connect includes the code pages for creating a Dial List from Contacts and Leads List Views.

To create a page that contains code for the Create Dial List button, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Quick Find field, type 'Visualforce Pages'.
  3. In the filtered list of items, click Visualforce PagesVisualforce Pages appears.
  4. At the top of the list of Visualforce pages, click New.
    A new Visualforce Page appears.

  5. Type the following information:

    FieldDescriptionExample
    LabelA label that identifies the page in Setup tools.Dial List From Custom Object
    NameThe unique name that identifies the page in the API. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page.DialListFromCustomObject
    DescriptionAn optional description of the page.Code for a button that creates a Dial List from selected entries in a List View.
  6. In Visualforce Markup, paste the following code, replacing 'My_Custom_Object__c' with the API Name for your object:

    <apex:page standardController="My_Custom_Object__c" recordSetVar="listRecs" extensions="NVMConnect.ListFromListViewController" lightningStylesheets="true">
    <NVMConnect:ListFromListView dataSource="{!me}" />
    </apex:page>

    Click Save. Your newly created page appears.

You must now create a button to use the code. For information about adding a new button, see Creating a Create Dial List button for a standard object or Creating a Create Dial List button for a custom object.

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