AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PhoneTools – TPS and CTPS compliance screening

TPS & CTPS screening for Salesforce

Overview

Screen numbers against TPS and CTPS registers to help comply with UK PECR requirements and support GDPR aligned direct marketing practices. Automated and manual screening, all within Salesforce and no coding required!

1 of 6

See How PhoneTools – TPS and CTPS compliance screening Works

  • Screen against TPS and CTPS lists It's illegal to make unsolicited live sales and marketing calls to numbers registered on the UK Telephone Preference Service. Stay compliant with UK privacy law; avoid fines by screening your phone numbers in Salesforce.

  • Manual, automated, and batch screening Screen numbers on demand with the Screen Phone Numbers button, or automate checks with batch processes and Flow to support a “set it and forget it” approach to compliance.

  • Only screen relevant numbers Use formula-based rules to screen only the records that need checking, so you can focus usage on relevant records instead of your entire database.

  • Protect your brand and improve call list quality Avoid calling opted-out numbers, respect customer preferences, and create cleaner call lists so sales and marketing teams spend less time on non-compliant outreach.

  • Built for Salesforce PhoneTools is built exclusively for Salesforce, giving your team familiar workflows and a seamless way to manage compliance within the platform

The TPS is the Telephone Preference Service. It is a central register of individuals who have opted out of receiving live marketing calls. The CTPS is the Corporate TPS. It works in the same way as the TPS, but for companies and other corporate bodies (limited liability partnerships, Scottish partnerships and government bodies). You must not make unsolicited live calls to any number registered with the TPS or CTPS, unless the person has specifically consented to your calls – even if they are an existing customer. ✔ Screen against UK TPS and CTPS databases to assist with PECR compliance. ✔ Instant feedback to users in Salesforce whether the number is safe to call ✔ Turn on scheduled screening to save users time in already having the numbers screened ✔ Use our formula field to only screen numbers that require screening. ✔ Pay for just the numbers that you screen.

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

More from ProvenWorks

  • Address Verification Flow Component: autocomplete addresses with verified data
    by ProvenWorks
    No-code required address verification app for Salesforce Flows. Autopopulate any address fields in five keystrokes or less. Capture address data faster than before and mitigate the mistakes made by poor data entry.
    Data ManagementData Cleansing

  • AddressTools Agentforce - Actions for verifying postal addresses.
    by ProvenWorks
    No Ratings
    AddressTools is the leading application for validating, standardising, and verifying postal address data within Salesforce. With AddressTools Agentforce Actions, you can now verify address data within the Agent, providing a streamlined experience.
    Data Management

  • AI‑driven Industry Classification – Auto‑assign Industry field
    by ProvenWorks
    AI‑driven Industry Classification – Auto‑assign Industry field and add company overview Automate industry classification and enrichment by retrieving company information and assigning NAICS, SIC, or ISIC codes to Salesforce leads and accounts.
    Lead & Opportunity ManagementCase Management

  • Impowr Free - Self-Service Import Solution for Salesforce
    by ProvenWorks
    Impowr® Free is a self‑service import solution built for end‑users, with no admin setup required. Unlike Data Loader, Impowr Free lets users, partners and customers import spreadsheet data into most Salesforce objects, all within governed parameters.
    Campaign ManagementIntegration

  • ProvenWorks: Digital Experience Imports
    by ProvenWorks
    No Ratings
    ProvenWorks is one of the longest-established British Salesforce Partners who specialise in importing via digital experiences (Experience Cloud) working with companies, nonprofits, higher education institutions, and healthcare foundations.

  • AddressTools Free: Address Validation and Standardisation Suite
    by ProvenWorks
    Ensure your users enter consistent address region names with validation and standardization features. No need to clean your existing data before implementing, clean as you go knowing all new data is validated.
    Data ManagementData Cleansing

  • Excel Import for Users: Impowr⚡For Repeat Managed Spreadsheet Imports
    by ProvenWorks
    Impowr® is a self-service import solution designed for end-users, not administrators. Unlike Data Loader, Impowr enables users, partners and customers to import spreadsheet data to any Salesforce object within governed parameters.
    Quotes & OrdersWarranty & Returns Management

  • AddressTools: Address Verification & Standardisation Suite
    by ProvenWorks
    Clean up your org, enhance territory management, reduce delivery failures, simplify reporting… It all starts with good address data. AddressTools is a comprehensive package for address validation, standardisation & verification.
    GeolocationData Cleansing