Slaesforce FAQ

how to enable phone numbers in salesforce

by Rosie Lakin Published 3 years ago Updated 2 years ago
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Part of a video titled Salesforce - Configure a new phone number mapping
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And i'm going to go to my fields and relationships. Right this is where you would go to create thatMoreAnd i'm going to go to my fields and relationships. Right this is where you would go to create that field if that field exists in your account it was created in this this custom fields.

Can I add my own mobile number to my Salesforce account?

Important: Salesforce Support is unable to perform these steps. The Salesforce Account owner can verify their own mobile number or their system administrator can add the mobile with the proper format under the user detail page

How do I verify my mobile number in Salesforce?

The Salesforce Account owner can verify their own mobile number or their system administrator can add the mobile with the proper format under the user detail page Note: As a security measure, when Users add or update mobile numbers in Advanced User Details, they must log in again to verify their identity.

How do I make a call from a softphone in Salesforce?

Locate the softphone in the service console app. Before Maria or Ursa Major Solar’s support team can access a softphone to make calls from Salesforce, she must assign users to a call center. This takes less time than calling a cell-phone provider, and it won’t be anywhere near as painful.

How do I disable the security measure in Salesforce?

To disable this security measure, contact Salesforce Support. At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings (whichever one appears). If you clicked Setup, select Manage Users | Users | click on your username.

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How does Salesforce store phone numbers?

When you enter phone numbers in various phone fields, Salesforce preserves whatever phone number format you enter. However, if your Locale is set to English (United States) or English (Canada), 10-digit phone numbers and 11-digit numbers that start with “1” are formatted as (800) 555-1212 when you save the record.

How do I validate a mobile number in Salesforce?

If you clicked My Settings, select Personal | Advanced User Detail.From the User detail page, to the right side of the Mobile field, click Add or Change.Enter a valid mobile number without any spaces or dashes, and then click Register.Enter the verification code received via SMS, and then click Verify my code.More items...

How do I format a phone field in Salesforce?

If your User Locale is set to "English (United States)" or "English (Canada)," Salesforce automatically does following via JavaScript.Phone numbers containing 9 digits. Data will be saved as is without any formatting (Ex: 123456789)Phone numbers containing 10 digits. ... Phone numbers containing 11 digits.

How do I add a number in Salesforce?

0:003:01[SALESFORCE] - How to Create a Number Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you're not in setup click this gear icon. Hit setup and then it'll take you to a page that looksMoreIf you're not in setup click this gear icon. Hit setup and then it'll take you to a page that looks like this from here we're going to go to the object manager.

How do I verify a phone number?

Mobile Number validation criteria:The first digit should contain number between 7 to 9.The rest 9 digit can contain any number between 0 to 9.The mobile number can have 11 digits also by including 0 at the starting.The mobile number can be of 12 digits also by including 91 at the starting.

How do you check if a mobile number is active or not?

Visit www.textmagic.com or download the TextMagic mobile app on google play store. Enter your phone number and country and click on Validate Number. This app will show you the status of the number if it is active or not. Another app you can use is Phone Number Monitoring.

How do you list phone numbers?

How to Format Phone Numbers206-782-8410 This format is most common, according to Gregg.(206) 782-8410 This style is common, says Gregg, but can't be used when the telephone number itself appears in parentheses. ... All these are acceptable on letterhead and business cards, according to Gregg: ... (425) 555-0122.

What is a phone number field?

The Phone Number field is similar to a number field, but with a pre-defined list of common phone number patterns. As with the Number field, letters and most symbols are not allowed.

How are phone numbers stored in database?

Best way to store Phone Numbers in a database.Take input from the user.Identify the country of the user. ( ... Check the formatting of the phone number and compare with that country's format.If Invalid, prompt the user to re-enter.If Valid, convert the format into E.

How do you auto generate numbers in Salesforce?

0:353:53[Salesforce] HOW TO ADD AN AUTO NUMBER FIELD - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we are going to go to setup. Which you go to by clicking up here at the little gear icon eitherMoreSo we are going to go to setup. Which you go to by clicking up here at the little gear icon either setup setup or edit object edit object is a little bit faster. It takes you directly the opportunity

How do I create an integer field in Salesforce?

You can't create an integer type. As you've discovered, Number results in a decimal. If you'd like to treat it as an integer you just cast it.

How does autonumber work in Salesforce?

The first step is to research how autonumber works. This type of field, as described by Salesforce, is “a system-generated sequence number that uses a display format you define. The number is automatically incremented for each new record.” The options offered to configure it mostly cover formatting and start number.

Manage Call Center Users

Before Maria or Ursa Major Solar’s support team can access a softphone to make calls from Salesforce, she must assign users to a call center. This takes less time than calling a cell-phone provider, and it won’t be anywhere near as painful. Plus, since Maria already added a call center to an org, she’s well on her way to hearing ringtones.

Add a Softphone to the Service Console

Maria adds a softphone to the utility bar of the service console app so that it’s easily accessible in the footer next to the console’s other productivity tools. Here’s how she does it.

View a Softphone

Now that Maria has created a call center, assigned users to it, and added a softphone to the service console app, Ursa Major Solar can support customers by phone.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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