Disable Phone Field to Use


Salesforce provides a facility to capture multiple contact numbers of a customer through below options

  • Phone
  • Mobile Number
  • Home Phone
  • Assistance Phone
  • Other Phone
  • Our custom phone type field

Requirement:  Your Business may not want to use all the 5 contact numbers for sending SMS and hence there is a requirement of ‘Home Phone’ to be disabled so that no SMS would be sent to ‘Home phone’.

Solution: Below configuration need to be done which will disable the phone field utilization for sending SMS for ‘Home Phone’.

Navigation:

Login to Salesforce > ValueText SMS menu > “SMS Phone Fields” tab > Click on “New” button

Select the object - where you want to disable the field.

Select Action – There will be a dropdown with two types of actions. Please select the action “Deactivate phone field to use”.

You can also learn about “Active text formula field to use” here

Single Message Img

 

Select the phone field that is to be disabled – Home Phone.

Single Message Img

Ensure we should not miss selecting Active checkbox and submit it.

Go to Contact and open SMS sending screen by using Send SMS button. You can notice “Home Phone” is not appearing now in the phone filed selection.

Limitation:

  1. This disable phone field functionality is not applicable for the SMS from Workflow or Process Builder.