Add Call List Members Based on Contact Record Type

Overview

When you click the New Call List Member button, a Contact lookup filter displays allowing you to search all Contacts and add them to your Call List.

Orgs that use Contact Record Types can apply a filter to the Contact lookup field so that only Contacts of a specific Record Type are shown. This is helpful for Orgs using the Candidate Marketing Call List to contact their Clients. With this configuration option, when a new Call List Member is added, only the Client Contacts from their database will be shown.

From the end user point of view, the only change is a slightly different look of the page that pops up when the New button is clicked.

Use Cases

A call list is a list of contacts. You can use this list as a strategic list of contacts for mass outreach.

Simply, email your call list in bulk to craft your perfect solution for driving business development, sparking client engagement, and promoting qualified candidates.

Configuration

Prerequisites

  • Org uses Contact Record Types
  • Org is on v. 3.358 or higher

Two steps are needed to enable this filter:

  1. The standard New button on the Call List Members page layout is overridden, so that a different page pops up when that button is used. The Contact lookup field on this page responds to configuration set up in a new Custom Metadata Type.
  2. A new Custom Metadata Type is added. As a result, that Contact field will show only selected Contact types.

Override the New button on the Call List Member page layout

  1. Go to Setup > Object Manager > Call List Member then select Buttons, Links, and Actions.
  2. Find the Standard New button and click Edit.
  3. Override the Standard button (both for Classic and Lighting) with the Visualforce page NewCallListMember. Configure as follows:

  4. (Optional) Customize the fields on the NewCallListMember Visualforce page by going to Setup > Build > Create > Objects > Call List Member > Field Set.

Configure the Custom Metadata Type

  1. Go to Setup > Custom Metadata Types > New CallList Member Criteria [click Manage Records] > New.
  2. Create a Custom Metadata Type that associates the Call List Record Type with the required Contact Record Type

CMT Field Name

Value

Sample Value

Label/New callist Member Criteria Name

CMT Record Name

Show Client Only

Callist RecordType

Name of the Calllist Record Type

Candidate Marketing

Contact Record Type

Name of the Contact Record Type

Client