Creating a Dial List from a file upload

To create a Dial List you can upload a CSV file containing customer details. To generate the CSV file you must export a Salesforce report, and then to create the dial list, you must upload the file. Your CSV data must contain a unique ID—Contact ID, Lead ID, and so on—a description field, and at least one telephone number for each customer. The CSV file must be in UTF-8 format and be less than 5MB. By default you can create Dial Lists of Contact, Lead, Case, Campaign Member, and Task types.

When you upload a CSV file to create a Dial List, the Dial List is static and Connect does not refresh the list. For information about dynamic Dial Lists, see Dynamic Dial Lists.

To upload a CSV file to create a new Dial List, perform the following steps:

1. Click the Dial Lists tab. The Recent Dial Lists list view appears.
2. Select an appropriate list view and click Go! if the selected list view does not automatically appear. The list view appears.

3. Click Upload List. Upload Dial List Data in CSV File appears. If the button is not visible see Adding a custom button to a Dial List list view for information on how to add it.

   Upload List in Salesforce Classic

   

   Upload List in Salesforce Lightning Experience

   

   If Upload List is not available, contact your administrator. If you are using Salesforce Lightning Experience, you must click on the down-arrow to locate Upload List.

4. Click Choose File. An Open dialog box appears.
5. Browse to and select the CSV file and click Open. The file name is displayed on the Upload Dial List Data page.
6. Click Upload. Upload Dial List Data in CSV File appears.
7. Type a name for the new list. You must then map field names in the CSV file to fields in call records in the Dial List as appropriate. For example, if your CSV file contains a field name Phone, select that field in the Primary Phone field.
8. Click Save. Your new Dial List appears, containing call records based on the data in your CSV file.

Before you or any assigned agents can use your Dial List, you must complete the following tasks:

• Assign Dial Lists to agents. By default, Connect assigns all call records in static lists to you.
• Activate the Dial List.

You can also edit filters (where applicable), change the priority of a Dial List, set permissible call times, and edit custom fields.

For information about these tasks, see Editing a Dial List.