Getting Started

This guide walks you through installing TrueDial from the Salesforce AppExchange, connecting it to your org via a configured Connected App, and setting your default country so TrueDial knows how to parse phone numbers right out of the box.

Install TrueDial

To install TrueDial, please visit the Salesforce AppExchange and follow the provided installation process.

Get TrueDial

When prompted during installation, select Install for Admins Only, then click Install. Access for other users is granted afterwards via permission sets (see below).

Remove System Administrator Custom Permission

By default, the package grants the Bypass Phone Validations custom permission to the System Administrator profile. Any user with this permission bypasses TrueDial’s phone validation, so System Administrators will be able to save invalid phone numbers.

We recommend removing this custom permission so that validation applies to System Administrators too:

1. Navigate to Setup > Profiles and select System Administrator.
2. Scroll to the Custom Permissions section and click Edit.
3. Remove cc_truedial.Bypass Phone Validation from the list of enabled custom permissions.
4. Click Save.

Assign Permission Sets

TrueDial includes two permission sets that control what each user can do. Assign them based on the user’s role:

Permission Set	Assign To	Grants
TrueDial Admin	Admin users	Full access to TrueDial, including setup, phone configurations, and bulk validation.
TrueDial User	Licenced users	Access to use TrueDial features such as the Phone Assistant on records.

To assign a permission set, navigate to Setup > Permission Sets, select the permission set, click Manage Assignments then Add Assignments, and choose the relevant users.

Note

Users do not need to be licenced or have a permission set assigned to benefit from automatic phone validation and formatting. These run via triggers on the record and apply to all users. Licences and permission sets are only required to use interactive features such as the Phone Assistant and Bulk Phone Validation.

Tip

Assign TrueDial Admin to any admin users who will configure TrueDial, and TrueDial User to any licenced users who need to use the Phone Assistant.

Configure Connected App

REQUIRED CONFIGURATION

You must complete this step if you intend on setting up validation/formatting configurations for standard or custom objects.

In order for TrueDial to provide no-config validation and formatting, we must configure the TrueDial Token connected app.

• Navigate to Setup

Then, search for External Client App Manager and select TrueDial Token

Click Edit, then under OAuth Policies, select Admin approved users are pre-authorized

Finally, under App Policies, find System Administrator and move it from Available Profiles, to Selected Profiles

Setup Default Country

The default country is used by TrueDial as an initial basis for determining what country to parse a phone number against. If your Salesforce Org only interacts with a single country, or you only need to validate numbers of a single country, you can set the Default Country and this will be used for all configurations. (Though it can be overridden per configuration if needed)

Note

The Default Country will be set initially as the country associated to the Salesforce Organisation as per Setup > Company Information

To change the Default Country, Navigate to the TrueDial App

Then, select a country, and click Save.