Skip to main content

Introduction

Welcome to TrueDial, the ultimate solution for validating and formatting phone numbers directly within Salesforce®.

TrueDial ensures your organization's phone number data is accurate, consistent, and ready for action. whether you are a sales representative making calls, a support agent handling cases, or a marketing manager running SMS campaigns, TrueDial helps you connect with confidence.

What is TrueDial?​

TrueDial is a native Salesforce® application designed to tackle the common challenges of phone number data quality. It automatically validates phone numbers against global standards and formats them according to your organization's preferences.

Key Capabilities​

  • Real-time Validation: Instantly validate phone numbers as they are entered or updated in Salesforce®. Immediate feedback helps prevent bad data from ever entering your system.
  • Intelligent Formatting: Automatically format numbers into standardized formats such as E.164, International, National, or RFC3966.
  • Bulk Processing: Clean up your existing database with powerful bulk validation tools. Process thousands of records at once to fix legacy data.
  • Phone Assistant: A dedicated Lightning Component that helps users identify invalid numbers on a record and provides one-click fixes or dialing options.
  • Global Coverage: Support for phone number validation across the globe.

Why use TrueDial?​

Inaccurate phone data leads to wasted time, failed connections, and poor customer experiences. TrueDial solves these problems by ensuring:

  1. Data Integrity: Maintain a clean and reliable database of contact information.
  2. Improved Connect Rates: Ensure your sales team is dialing valid, reachable numbers.
  3. Standardisation: Keep phone number formats consistent across all records, making integration with CTI (Computer Telephony Integration) systems seamless.
  4. Compliance: Verify numbers before launching marketing campaigns to comply with regulations and avoid wasted spend.

How it Works​

TrueDial integrates seamlessly into your Salesforce® environment:

  • Triggers: background processes validate numbers whenever a record is created or updated.
  • Lightning Components: User-friendly components allow for interactive validation and fixing directly on record pages.

Next Steps​

Ready to get started? Click Get Started below.