How To Disable Features in RingDNA Dialer Advanced Solution Package

Troubleshooting

Though it is not recommended, there may be rare operational scenarios that require a Salesforce Admin to disable a feature in the Advanced Solution Package. 

Please note, that features should only be disabled by a Salesforce Admin. When a feature is disabled Revenue.io will not be able to post the activity data associated with that feature to Salesforce. 

Disabling Features for version 1.68 or later

For version 1.68 or later, it is recommended to use hierarchy custom settings added recently to disable features. In addition, for the Time to First Response feature, you can control or disable triggers more granularly. 

  1. In Salesforce, go to Setup > Build > Develop > Custom Settings 
  2. Next to ringDNA App Config, click Manage
  3. Clicking on New to add a setting to configure the Default Organization Level Value.

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RingDNA App Config Edit

Provide values for the fields you created. This data is cached with the application. 

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You can disable specific features outlined in the table below:

Feature How to disable
Time to First Response Check the checkbox for Disable Feature: Time to First Response. If you want to disable this feature completely, this is the way to do it. Or you can disable the Time to First Response metrics on individual standard objects outlined below:
  Lead: Check the checkboxes for Disable: Time to First Resp - Lead and Mute Trigger: Check Lead Field Update
Contact: Check the checkboxes for Disable: Time to First Resp - Contact and Mute Trigger: Check Contact Field Update    
Account: Check the checkboxes for Disable: Time to First Resp - Account and Mute Trigger: Check Account Field Update
Opportunity: Check the checkboxes for Disable: Time to First Resp - Opp and Mute Trigger: Check Opp Field Update
Campaign: Check the checkboxes for Disable: Time to First Resp - Campaign and Mute Trigger: Check Cmpgn Field Update
Agent Stats Check the checkbox for Disable Feature: Agent Stats
Link Calls to Opportunities Check the checkbox for Disable Feature: Link Calls to Opp    
Call Backs Check the checkbox for Disable Feature: Callbacks

Once the appropriate features are disabled click Save to save the change. 
 

Disabling Features for version 1.67 or earlier

A specific feature could be disabled through custom settings.
Feature How to disable
Time to First Response
  1. In Salesforce, go to Setup > Build > Develop > Custom Settings 
  2. Next to Feature Control, click Manage
  3. Click on "New" to add a setting
  4. Please enter the string Time to First Response in the name, and uncheck active
  5. Save the change
Agent Stats
  1. In Salesforce, go to Setup > Build > Develop > Custom Settings 
  2. Next to Feature Control, click Manage
  3. Click on "New" to add a setting
  4. Please enter the string Agent Stats in the name, and uncheck active
  5. Save the change
Link Calls to Opportunities
  1. In Salesforce, go to Setup > Build > Develop > Custom Settings 
  2. Next to Feature Control, click Manage
  3. Click on "New" to add a setting
  4. Please enter the string Link Calls to Opportunities in the name, and uncheck active
  5. Save the change
Call Backs
  1. In Salesforce, go to Setup > Build > Develop > Custom Settings 
  2. Next to Feature Control, click Manage
  3. Click on "New" to add a setting
  4. Please enter the string Callbacks in the name, and uncheck active
  5. Save the change

Impact of Disabled Triggers

Outlined below is the result of each individual trigger being disabled within the Salesforce Admin setup configuration:
  • UpdateLeadTimeToRespond (on Task) - No time to first response metrics will be logged for ANY call activity or related records. The trigger is controlled under the name "Time to First Response." 
  • CheckAccountFieldUpdate (on Account) - No time to first response metrics will be logged for call activity associated with an account record. 
  • CheckLeadFieldUpdate (on Lead) - No time to first response metrics will be logged for call activity associated with a lead record. 
  • CheckContactFieldUpdate (on Contact) - No time to first response metrics will be logged for call activity associated with a contact record. 
  • CheckOpportunityFieldUpdate (on Opportunity) - No time to first response metrics will be logged for call activity associated with an opportunity record. 
  • CheckCampaignFieldUpdate (on Campaign) - No time to first response metrics will be logged for call activity associated with a campaign record. 
  • UpdateRevenue.ioAgentStatsFromTask (on Task) - Agent Stats records will not be updated with custom activity calculations. The trigger is controlled under the name "Agent Stats"
  • UpdateRevenue.ioAgentStatsFromOpportunity (on Opportunity) - Agent Stats records will not be updated with opportunity rollup calculations. The trigger is controlled under the name "Agent Stats"
  • LinkCallsToOpportunities - When disabled, calls will be linked to opportunities via explicitly related record lookup in the field "WhatID. The trigger is controlled under the name "Link Calls to Opportunities."
  • UpdateTaskOnCallback - When disabled, the called back checkbox will not be set when a call is returned following an automated voicemail drop. This trigger is controlled under the name "Callbacks."

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