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Please note:

PhoneTools had two features: Click to Call and SMS functionality, and Phone Screening Functionality. This installation guide will cover Click to Call and SMS functionality. If you wish

to set up Phone Screening, please go to this guide.

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Contents Installing from the AppExchange ............................................................................................... 3

Mobile Application Installation .................................................................................................. 4

PhoneTools Lightning Configuration.......................................................................................... 5

Configure Additional Phone Number Fields .............................................................................. 8

PhoneTools Classic Configuration ............................................................................................ 10

Security & Permissions............................................................................................................. 12

Contact Us ................................................................................................................................ 13

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Installing from the AppExchange The following steps assume that you are installing PhoneTools either from the AppExchange “Get it Now” button, or via direct link provided to you by ProvenWorks. On the installation screen, choose who you want to install PhoneTools for. When the option is selected, press Install. Note: If Install for Admins Only or Install for Specific Profiles is chosen, see Security & Permissions to view the permissions that require alterations to allow users to access PhoneTools functionality. Next, tick Yes, grant access to these third-party web sites and select Continue. The application will now be installing into your Salesforce environment; you will receive and email once this process has been completed.

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Mobile Application Installation In order for PhoneTools to make calls and send SMS messages from your phone, the mobile application must be installed into your Android or iOS device, choose the relevant app store to download. iOS: https://itunes.apple.com/us/app/phonetools-for-salesforce/id597863126?ls=1&mt=8 Android: https://play.google.com/store/apps/details?id=com.provenworks.phonetools Click install and accept to start downloading the app. When you open the app that you have installed onto your device, you will be provided with instructions on screen. Follow the steps to configure the app in just a couple of clicks.

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PhoneTools Lightning Configuration The PhoneTools Lightning Component can be placed on any of your app pages providing you with the Click to Call and SMS functionality.

To get this configured on your object pages, navigate to Setup and select Object Manager. Once the page has loaded, select the object you want to place the PhoneTools Component functionality on by clicking the Label.

Select Lightning Record Pages and press New to configure a new record page, alternatively if you already have a custom record page, select its label and press Edit.

Select PhoneTools from the Lightning Components list on the left of the screen and drag the component to your desired location on your page layout.

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The PhoneTools Component has 4 custom design parameters for configuring on the right side of the screen, toggling these will determine the functionality for the component in use:

1) Click to Dial Functionality – Enable dial and SMS to record feature on component

2) Quick Click To Dial Functionality – Enable quick dial and SMS to any number feature on component

3) TPS Functionality – Enable TPS screening buttons and status on component

4) CTPS Functionality – Enable TPS screening buttons and status on component

Note: you can use Add Filter to create rules for when the component is visible. i.e hide if phone field is empty. Once your component’s parameters have been configured and you’re happy with its position, press Save at the top of the page. If the page you have saved is not yet active in your Org, you will receive a prompt asking you to activate it. Select Activate.

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You can assign your page based around different levels. For this example, we will set the Org Default by pressing Assign as Org Default but you can select the different tabs and follow the steps based on your requirements.

Review your page assignment changes and when you’re happy, press Save.

Once saved, press Back to exit the App Builder page. Now when you go to view a record in your Org with the PhoneTools Component configured, you will be able to see it in action! Note: Numbers will only be visible if they’re configured in the PhoneTools Administration page, follow the next step to configure fields for use.

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Configure Additional Phone Number Fields By default, PhoneTools will automatically configure Account, Contact and Lead phone fields with the package for the click to dial/SMS functionality. You can configure additional custom fields to apply the PhoneTools functionality to them.

Navigate to the Salesforce App Launcher and then select PhoneTools Administration under All Items. Once loaded, select the Installation sub-tab. Scroll down to the Fields to Screen section and select Add field.

For this example, we have created an ‘Additional Phone’ field that sits on the Account object which we will configure. You can follow the same steps to configure any phone fields on your custom objects. On the Add field to Screen page, select your Object, then Phone Field. Once object and field have been chosen, press Add & Save.

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That’s it! When you now check the PhoneTools Lightning Component on your record, you will see your field appear when populated.

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PhoneTools Classic Configuration Firstly, you will need to enable the Sidebar Component. This can be done by navigating to Setup and typing in User Interface into the quick find search. Once you have clicked on User Interface, tick the Show Custom Sidebar Component on All Pages and then save

Whilst still in Setup, in the search, type Home Page Layouts. Click edit on the Home Page Layout and tick PhoneTools Links.

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Click next and ensure that the PhoneTools Links is on the Narrow (left) Column when on an object.

Open up an Account and click on PhoneTools under PhoneToolsLinks and you will be able to see the Call and SMS icons appear next to the phone number. Please note: These buttons will only work if you have the mobile app installed on your cell and registered to that org.

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Security & Permissions We understand that you may not want to Install for All Users when installing PhoneTools. The following steps show you what needs configuring to provide your users with PhoneTools functionality should they not be provided permissions on install.

Navigate to Setup and select Users then Profiles. Once the page has loaded, select the Profile Name that you want to grant functionality to you.

Select Edit and navigate to Custom Object Permissions. Here, check Read, Create, Edit and

Delete boxes next to Phone Numbers and press Save.

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Contact Us You will now find that PhoneTools has been successfully configured. If you are experiencing any issues with the setup, or have any queries about functionality, please reach out to support@provenworks.com where a member of our team will be happy to assist. Alternatively, please take a look at our FAQ page.