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PhoneTools: TPS and CTPS compliance screening

Screen against TPS and CTPS in Salesforce to support compliant calling

Overview

PhoneTools screens UK phone numbers against the TPS and CTPS registers directly within Salesforce to help teams meet PECR requirements and support GDPR aligned direct marketing practices. Automate screening or run checks manually, with no coding required.

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See How PhoneTools: TPS and CTPS compliance screening Works

  • It is illegal to make unsolicited live marketing calls to TPS- or CTPS-registered numbers without specific consent. Help your team stay compliant with UK PECR requirements and reduce the risk of fines by screening numbers in Salesforce.

  • Save time with manual, automated and batch screening in Salesforce. Use the Screen Phone Numbers button for on-demand checks, schedule regular screening or trigger checks through Salesforce Flow to reduce ongoing manual work.

  • Control which records are screened using formula-based rules, including criteria such as country code or other Salesforce data. Focus screening usage on records that need checking rather than your entire database.

  • Protect your brand and improve call-list quality by identifying numbers registered with TPS and CTPS before calling. Help sales and marketing teams respect calling preferences and spend less time on unsuitable outreach.

  • Keep TPS and CTPS screening directly within Salesforce, with support for Accounts, Contacts, Leads, custom objects and custom phone fields. Give teams familiar workflows without switching to external websites for checks.

  • Give users clear screening guidance through traffic light indicators in Salesforce. Show each phone number’s screening status and the next screening date, so teams can identify numbers needing attention before calling.

  • Use screening status in Salesforce reports, List Views and outbound call queues to prepare better-informed call lists. Access detailed screening results to support reporting and more advanced Salesforce automation.

  • Use per-record pricing rather than per-number charging. One monthly lookup covers screening for all phone numbers on a record, making it cost-effective for records with multiple numbers.

  • Screen against both TPS and CTPS lists, sourced directly from the DMA and refreshed daily. Check individual and corporate phone numbers against up-to-date registration data without choosing between the two registers.

PhoneTools screens UK phone numbers against TPS and CTPS registers within Salesforce to help meet PECR requirements and support GDPR-aligned direct marketing practices. The Telephone Preference Service (TPS) is a central register of individuals who have opted out of receiving live marketing calls. The Corporate TPS (CTPS) works in the same way for companies and other corporate bodies, including limited liability partnerships, Scottish partnerships and government bodies. You must not make unsolicited live marketing calls to registered numbers unless the subscriber has specifically agreed to receive your calls, even if they are an existing customer. You must also respect objections made directly to your organisation. ✔ Get instant screening feedback through traffic light indicators in Salesforce. ✔ Save time with scheduled screening, run checks manually or automate them with Salesforce Flow. ✔ Use screening results in Salesforce reports, list views and call queues. ✔ Set formula-based rules to screen only records that need checking. ✔ Pay by record, with one monthly lookup covering all phone numbers on that record.

Categories

Business Needs
Sales
Agent Productivity
Audit & Compliance
Industries
Communications
High Tech
Nonprofit
Personas
Business Operations Manager
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English

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