# How to Assign Personal Phone Numbers to Salesforce Users

Twilio allows you to assign a dedicated phone number to an individual Salesforce user — a "personal number". By default, Twilio for Salesforce chooses one of the numbers in your messaging service.

With a personal number configured for a Salesforce user, all outbound messages sent by that user come from the same personal number. This is useful if you need to establish a 1:1 relationship between a users and a phone numbers: for example, if the Salesforce user wants to put a contact number on their business card.

> \[!WARNING]
>
> When you enable the personal phone number feature, Salesforce will begin importing messages from all phone numbers in your Twilio account. If you have some phone numbers with a high amount of traffic that are not used by Salesforce, these messages will be imported into Salesforce. Consider creating a separate Twilio account for Twilio for Salesforce if you don't want to be affected by this issue.

## Set up individual personal phone numbers

1. In Salesforce, go to the **Twilio Configuration** page, locale the **Personal Phone Numbers** panel, and click **Enable Personal Phone Numbers** :

   ![Twilio for Salesforce interface showing personal phone numbers with an 'Add New' button highlighted.](https://docs-resources.prod.twilio.com/75562d1c20e5031a855044f25b76e4efee6d478711a799244b81cb9f5bf7c067.png)
2. Make sure you understand the warning about pulling all messages from your Twilio project and then click **Continue** :

   ![Reusing phone numbers for Salesforce will import messages from Twilio.](https://docs-resources.prod.twilio.com/d25e44be694943d1b8b95ac2052f48cb1079b1d3fd001442cb7395cb6beaafa4.png)
3. Click on the **Add New button** :

   ![Add Personal Phone Numbers in Twilio for Salesforce.](https://docs-resources.prod.twilio.com/5b2c201af7f565c06031e15b19d24dafefc7dd5f8ceaef5f97c398349b14a53e.png)
4. Select a Salesforce user from the **User** pop-up, select the corresponding phone number, then click **Save** :

   ![Dialog to assign a personal phone number to a user in Twilio for Salesforce.](https://docs-resources.prod.twilio.com/80de22b608a90ae96180aa4ebed47244542bd8a5550531354beea650c71a76b3.png)

> \[!WARNING]
>
> Users will not appear in the **User** menu unless they have been added to the `Twilio User` permission set.

## Set up multiple personal phone numbers with Data Loader

In addition to configuring personal numbers through the Salesforce web UI, it is possible to use Data Loader to bulk-update phone numbers to users.

1. Log in to your Salesforce organization with Data Loader:

   ![Salesforce login screen with OAuth and password authentication options, environment set to Production.](https://docs-resources.prod.twilio.com/4bd5006ce47e646d7b3a0e9b2a0aaa9a9eef0ea5ebeaced33591cc5adc831695.png)
2. Select the User object to extract from your Salesforce organization and pick the directory where this data will be extracted to:

   ![Salesforce export screen with User object selected for data extraction to extract.csv.](https://docs-resources.prod.twilio.com/380486936e70b7c5f689065ff6e71a32d74100573d3d5284499718bbe1b7cf57.png)
3. Choose the fields to extract from the user:

   * `User ID` (required)
   * `TWILIO_PERSONAL_NUMBER__C` (required)
   * `First Name` (optional)
   * `Last Name` (optional)
   * `TWILIO_PERSONAL_NUMBER_IS_VALID__C` (optional)

   `User ID` and `TWILIO_PERSONAL_NUMBER__C` are the only required columns, but you should include others to make spot-checking easier.

   ![Query builder interface with selected fields including Twilio personal number and validity.](https://docs-resources.prod.twilio.com/4bacc292488dfcd98c3e83db15e03b093617fafe03de66a51e02ed8235a93482.png)
4. Click on **Finish** to extract the user records to your computer.
5. In Microsoft Excel, Google Sheets, Apple Numbers, or another spreadsheet editor, match User IDs to a list of personal phone numbers, which must be in your Twilio Account and entered in the E.164 format, e.g., `+1234567890`. Do not include parentheses, spaces or dashes, and prepend a `+` sign. If you're using Excel, make sure that the cell type is text so that it doesn't strip out the `+`:

   ![Excel sheet showing Twilio personal numbers with a plus sign, including +1813 for Steve.](https://docs-resources.prod.twilio.com/e0a66f4b3498ea7aa5f8f3150ecdbd1e31105733b7b51af729b02e024a7746ff.png)
6. In Data Loader, click on **Update** :

   ![Salesforce Data Loader interface with update option selected.](https://docs-resources.prod.twilio.com/3526740f344d44cd0d1d75a2724cb02bc3b1ea15284707ca9b94c6fb082311db.png)
7. Select **User** as the object to update, and the select the CSV file with your personal number assignments:
8. Map the User ID spreadsheet field to the User ID field in Data Loader, and map the phone number column to `TWILIO_PERSONAL_NUMBER__C`:

   ![Salesforce fields mapped to column headers with options to clear or auto-match fields.](https://docs-resources.prod.twilio.com/ad2d4ae33aefc9db9f5f19b588a9a99b5c0bc367806027ff0636924a90e33402.png)
9. Set your log folder so that you can view debug logs if necessary. This is typically the same folder as your data source.
10. Click **Finish** in the wizard and import your data.

After you have configured your phone numbers, you'll see them appear in the Salesforce web UI in the **Twilio Configuration** page:

![Twilio personal phone numbers interface with toggle enabled and add new button.](https://docs-resources.prod.twilio.com/eff19ad741ba37c2a312fd121eb073b8e118b146c26b60efe79ef098c690b099.png)

As Twilio for Salesforce bulk-assigns personal numbers, it checks to make sure that each phone number is present in your Twilio Account. If a number is invalid, we set the `TWILIO_PERSONAL_NUMBER_IS_VALID__C` on the User record to `false`. This will allow you to check and update phone numbers that were either entered incorrectly or do not exist in your Twilio account.