Overview

A typical day

Imagine this scenario.

You've got a busy day of sales calls ahead of you. You've spent time lining up all of the Leads that you need to call.

So, you go to the first record and open it up before making the first call.

 A new Lead arrives in your call list with an incorrect phone number

A new Lead arrives in your call list with an incorrect phone number

There's a problem

You look at the number of the first Lead, Ms Jane Eyre. Her telephone number has been captured as 033-567-876. You say to yourself 'that doesn't look right' but try dialling the number anyway.

 Guessing the Lead's correct number

Guessing the Lead's correct number

You get a dead ring tone so you amend it slightly. Maybe there's a digit missing, so you try 033-567-8766.

The phone rings, someone picks up and you ask to speak to 'Ms Jane Eyre'.

It's the wrong number. Do you try again with another alteration to the number or move onto the next Lead?

Surely, there's got to be a better way?

Installation Guide

Pre-Requisites

Your production/sandbox environment should have Email Deliverability turned on before your install RingsTrue. The package sends an email each time it runs so it needs this access.

To check email settings go to the Setup menu and type in Deliverability. Please change the setting to any other setting than 'No Access'.

 Change Deliverability to either System email or All Email

Change Deliverability to either System email or All Email

Visit the AppExchange

Visit RingsTrue for Salesforce's page on the Salesforce Appexchange and click 'Get It Now'. Then, log into the AppExchange with your Salesforce username and password.

Choose to either Install in production or Install in sandbox as appropriate.

 Select either your production or sandbox environment for installation

Select either your production or sandbox environment for installation

Select the I have read and agree to the terms and conditions box.

Click Confirm and Install.

Log into your Salesforce account with your normal username and password.

Select users

Select 'Install for All Users'.

 Configuration screen confirming that RingsTrue should be installed for all users

Configuration screen confirming that RingsTrue should be installed for all users

Click 'Install'.

Grant 3rd party access

Select 'Yes, grant access to these third-party web sites' check box.

 Screen prompting you to grant access to 3rd party tools used by RingsTrue

Screen prompting you to grant access to 3rd party tools used by RingsTrue

Click 'Continue'.

The app will begin to install.

 Progress screen showing installation in progress

Progress screen showing installation in progress

When the app has installed, Salesforce will send you an email. If you refresh the page you will also see this confirmation message.

 Completion screen shows when app is successfully installed

Completion screen shows when app is successfully installed

Click 'Done' to continue.

Then, in your Salesforce environment navigate to the 'RingsTrue' app in the launcher.

 RingsTrue shortcut on the right hand app menu

RingsTrue shortcut on the right hand app menu

You will then see the homepage of the app and the RingsTrue configuration menu.

 RingsTrue app homepage

RingsTrue app homepage

From this screen you can either schedule RingsTrue to run regularly via the scheduling area of configuration or complete a one-off cleanup of your telephone numbers.

Running RingsTrue

One off Runs

To run a one off cleanup of telephone numbers

  • Choose 'Basic' mode to clean all phone fields on Leads, Accounts, and Contacts
     
  • Choose 'Advanced' mode if you would like to only run RingsTrue on one specified Object.
 RingsTrue modes

RingsTrue modes

ScheduleD Runs

To schedule RingsTrue to run regularly navigate down to the 'RingsTrue Schedule' section of the screen.

From here, choose whether you would like RingsTrue to run Weekly or Monthly. Depending on your selection, then choose either the day of the week or the day/time in the month it should run.

 RingsTrue scheduling configuration

RingsTrue scheduling configuration

Change Page Layouts

RingsTrue contains a number of fields which you can add in to any existing page layout that you wish. Alternatively, you can assign the RingsTrue layout that is included in our package to your Salesforce users.

Here's a brief overview of the fields that you can add.

Fields

Screen Shot 2017-08-28 at 21.10.57.png

RingsTrue Status (Formula/Image)

This field is useful for showing users whether the phone number is correct. We recommend placing it nearest the telephone numbers on the account.

Screen Shot 2017-08-28 at 21.11.01.png

RingsTrue Status (Picklist)

This picklist field is automatically set to All Numbers Verified, Partially Verified, No Verified Numbers, No Entered Numbers.

 

Screen Shot 2017-08-28 at 21.14.12.png

RingsTrue Last Review (Date Field)

Date that the system last checked this record's telephone numbers. 

Screen Shot 2017-08-28 at 21.19.05.png

RingsTrue Verified (Checkbox)

Checkbox that is set automatically to True when all numbers are verified.

You could of course put all of these fields together in a custom section on your page if you wanted to.

 RingsTrue fields all grouped together in a new section called RingsTrue

RingsTrue fields all grouped together in a new section called RingsTrue

Related Lists

RingsTrue Logs show you clearly what edits have been made to the telephone numbers on the record.

 RingsTrue Logs related list shows the changes that have been made to the telephone numbers

RingsTrue Logs related list shows the changes that have been made to the telephone numbers

 

Is that everything?

After these simple steps you are fully up and running with RingsTrue. In the background, all of your telephone numbers in Salesforce are being formatted and validated.

You can see the results of each RingsTrue run by navigating to the 'RingsTrue Summaries' tab.

Frequently Asked Questions

+ What does RingsTrue do?

RingsTrue is a new and powerful Salesforce.com app that ensures phone numbers stored in your database are in the correct, internationally recognised format.

Storing your numbers in the internationally recognised format of E.164 makes it easier to call your customers as the country code will already be added.

+ What does a correctly formatted number look like?

Many numbers may be stored in your database in a local phone format such as: 02072918560.

This number can be dialled from within the same country but if you are ringing internationally we need to format it into E.164.

The country code for the UK where this number is from is +44.

Therefore the correctly formatted number should be +442072918560

+ How much does RingsTrue cost?

We have 2 license types - one for Administrators (who can schedule a formatting of the entire database) and End users (who can check telephone numbers in real time on a single record at a time).

Please contact us to discuss pricing, we have multiple levels of packages available to select from.

+ Do you offer discounts to non profits?

Yes!

Please contact us if you are a non profit organisation interested in using our application.

+ I cannot add the Lightning Component to my page

If you are configuring RingsTrue in a Salesforce ORG with Lightning enabled you will need to activate a feature called My Domain before you can add our package custom components to it. Please see our recent blog post for the steps on setting this up.

+ Does RingsTrue use API calls?

Yes.

RingsTrue validates your Account, Lead, and Contact telephone numbers in Saleforce against an external database. The communication between the RingsTrue app and this database is via an API.

+ Can I restore any numbers that are changed?

Yes. RingsTrue tracks each number that it updates and stores the old value before amending it. You can quickly restore the original number if you ever need to by looking at the RingsTrue history for that record.

+ How can I buy additional licenses?

Additional licences can be purchased by logging into the AppExchange, navigating to My Account and then Modify Subscription on the App you need the additional licences for.

We have written a step by step guide on doing this on our blog.

Cick here to read the post.

+ Sometimes the number is not changing, why is this?

RingsTrue first removes any formatting that isn't allowed in a telephone number like hyphens, commas et cetera. Then it tests the number to see whether it is in service. If a country code is missing, RingsTrue guesses which country code is needed based on the location of your customer.

If the amended telephone number is still not correct (i.e not a valid telephone number even after cleanup), RingsTrue will leave the number as is and mark the record as 'Not Verified'.

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AppExchange Reviews

Having RingsTrue format and validate the numbers directly in Salesforce saves me hours
— Jane Asher - AppExchange review

We love hearing what our customers are saying about RingsTrue. Here are a selection of recent reviews.

To see the full list of customer reviews visit our listing on the AppExchange.

Overall quality has vastly improved
— Josh Stannard
 Another happy customer

Another happy customer

Having good quality data is the critical foundation of all sales and service activities
— David Cameron - AppExchange review
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This is it!! This App is the missing link
— Prakhar Kumar - AppExchange Review
RingsTrue did what it promised, really useful.
— Josh Mellors - AppExchange Review
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