Rebuild checklist

Building this in a fresh org, in an order where nothing depends on something that does not exist yet.

1. Fields

• Create the four extra phone fields — Phone_2__c … Phone_5__c
• Create the six status fields — Phone_Status__c, Phone_2_Status__c … Phone_5_Status__c, Mobile_Status__c
• Create Best_Phone__c (Phone) and Best_Phone_Status__c (Text 255)
• Check those two have different API names — the original document gives them the same one
• Create Bucket_Status__c with its nineteen values
• Create Follow_Up_Date__c, BDR__c, Contact_Owner_Rep__c
• Create Campaign_List_Name__c
• Create Website__c, LinkedIn_URL__c, Company_LinkedIn_URL__c, Call_Recording__c
• Create Validator_Notes__c and Custom_1__c … Custom_6__c
• Set field-level security so callers can read and edit them

2. Activity fields

• Add Source_Phone__c and Target_Phone__c to Task
• Add the call-recording field to Task
• Confirm Call Result is populated by whatever logs the calls

3. Layouts

• Put Best Phone and Best Phone Status directly under Title on Contact
• Add a Buckets section holding the statuses, the other numbers and Custom 1–6
• Add Source Phone, Target Phone and the recording to the Task layout
• Leave the enrichment-vendor fields off both

4. The flow

• Build Getting_Best_Status first — nothing else works without it
• Create the flow as record-triggered, before save, on Contact, created or updated
• Optimise for Fast Field Updates
• Add the two Assignments, then the Decision with its seven outcomes in order
• Add the seven Update Records elements, including the Default that blanks Best Phone
• Activate it, then save a contact and confirm Best Phone fills in
• Full detail: The Best Phone flow

5. Folders

• Create Buckets Reports, Buckets Dashboard and List Templates for Frontspin Playbooks
• Decide who can see each — Folders

6. Reports

• Build the calculation reports first; the dashboards need them
• Add each report's formula columns — a tile is a formula, not a count
• Build the everyday reports
• Build the templates
• Build the P1 Tracker reports
• Keep the DO NOT TOUCH suffix on anything a dashboard reads

7. Dashboards

• Calling Dashboard
• Calling Dashboard V2
• P1 Tracker
• Set each dashboard's filters, and check which object each filter comes from
• Set View Dashboard As deliberately

8. Check it

• Save a contact with several numbers; the right one lands in Best Phone
• Log a call with each Call Result; it lands in the right calculation report
• A dashboard tile moves when the underlying report does
• A template report returns the people you expect before anyone maps it to a FrontSpin list

Before you let anyone use it

• Everyone knows DO NOT TOUCH means the dashboards break if you edit it
• Everyone knows Call Result is free text, so spelling matters
• Somebody owns the Bad Data report and actually reads it