TrueDial Phone Assistant

The TrueDial Phone Assistant is a Lightning component for record pages. It checks every phone field configured for the record’s object and lets users:

Fix numbers that are invalid
Format valid numbers that don’t match the configured format
Call valid numbers with one click

The examples below use the Acme Inc. Account, but the component works the same way on any object with a phone configuration.

The TrueDial Phone Assistant showing one valid number with a Format button and one invalid number with a Fix button

The banner at the top summarises the record, for example 1 phone number needs attention or All 2 phone numbers are valid. Numbers are grouped under Valid and Invalid, and each invalid number shows why it failed validation. Click the refresh icon in the top-right corner to check the numbers again.

Add the Component to a Record Page

Open a record of the object you want to configure, click the gear icon and select Edit Page.

The Setup menu opened from the gear icon, with Edit Page highlighted

In the Components panel, search for TrueDial, then drag TrueDial Phone Assistant onto the page.

The Lightning App Builder Components panel filtered to the TrueDial Phone Assistant component

Select the component on the page to show its properties.

The TrueDial Phone Assistant selected in the Lightning App Builder, with its properties in the right-hand panel

Setting	Description
Card Title	The title shown at the top of the component. Defaults to TrueDial Phone Assistant. To use a custom label, enter an expression in the format `{!$Label.customLabelName}`.
Show Valid Numbers	Shows the Valid section. Keep this enabled if users call numbers from the component. Disable it to show only the numbers that need fixing.
Show Call Button for Valid Numbers	Shows a call button next to each valid number, which dials the number using the calling app or telephony integration set up in the user's browser.

Click Save. If the page isn’t active yet, click Activation… and assign it to the apps, record types or profiles that should see it.

The Save and Activation buttons in the Lightning App Builder toolbar

Fix an Invalid Number

Numbers that fail validation are listed under Invalid, with the reason underneath. Click Fix next to the number.

An invalid Account Fax number with the Fix button highlighted

Enter the correct number in Corrected phone number. TrueDial checks the number as you type: a valid number shows Valid! with the number in its configured format, and an invalid number shows the reason in red. The Save button only appears once the number is valid.

Click Save, or click Cancel to close the editor without changing the number.

The Corrected phone number field showing a valid number, with the Save button highlighted

The number moves to the Valid section. If formatting is enabled for the field, it’s saved in the configured format, for example +61299849927 for E.164.

Format a Valid Number

If a valid number doesn’t match the format configured for its field, the component shows the Suggested format underneath it, along with a Format button. Click Format.

A valid Account Phone number with its suggested E.164 format and the Format button highlighted

The number is updated to the suggested format and saved straight away.

The TrueDial Phone Assistant after formatting, with both numbers in E.164 format

Formats are set per field in Phone Configurations.

Call a Number

If Show Call Button for Valid Numbers is enabled, click the phone icon next to a valid number to call it. Invalid numbers don’t have a call button until they’re fixed.