CallShield: A Smarter, Compliant Way to Manage Phone Number Screening in Salesforce
Every outbound sales or service team knows the frustration. You reach out to a new lead, only to discover the number is listed on TPS/CTPS.
Manual checks slow teams down. Missed checks risk fines. Inconsistent data creates uncertainty. That’s exactly why we built CallShield — formerly the Greengage CTPS/TPS App.
CallShield brings compliance, speed, and clarity into one seamless Salesforce-native experience. No spreadsheets. No external tools. No guesswork.
Built on Greengage’s decade-long Salesforce expertise, CallShield delivers fast, automated, and reliable screening against both the Telephone Preference Service (TPS) and Corporate Telephone Preference Service (CTPS), giving teams the confidence they need to contact individuals and organisations responsibly.
We focus on developing solutions that enhance operational processes while respecting data protection obligations.
CallShield helps teams navigate PECR and GDPR requirements by screening phone numbers against TPS and CTPS registers, including datasets such as the Do Not Call List UK and No Call List UK.
While this tool assists in compliance-related workflows, it is not a substitute for legal advice. Organisations remain responsible for their own compliance decisions.
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Why Salesforce CTPS Screening Matters Today
Outbound calling remains a critical channel for sales teams, financial service providers, customer support centres, and recruitment firms.
But contacting numbers listed on the Telephone Preference Service (TPS) or Corporate Telephone Preference Service (CTPS) without consent exposes organisations to regulatory risk. Teams need a dependable, built-in safeguard that keeps outreach compliant from the very first call.
That’s exactly what CallShield (Greengage CTPS/TPS App) delivers.
Automating screening directly within Salesforce eliminates manual checks, reduces uncertainty, and ensures every call aligns with PECR and GDPR requirements.
With compliance handled in the background, teams can focus on what matters most – meaningful conversations, stronger relationships, and confident customer engagement.
Meet CallShield: The Greengage CTPS App for Salesforce
Designed to eliminate manual number-checking frustrations, CallShield brings automated, real-time screening directly inside Salesforce, so teams never have to leave the CRM or risk non-compliant outreach again.
With a single, seamless integration, CallShield:
- checks every phone number across contacts, leads, and custom objects
- screens against both TPS and CTPS registers
- instantly displays whether it’s safe to call
Whether your users are reviewing individual records or executing high-volume campaigns, the app provides clear, immediate indicators so teams can focus on
engagement, not admin work.
CallShield is flexible by design, allowing screening components to be placed anywhere in Salesforce to match team workflows.
We recently showcased CallShield at The Business Show UK, where business leaders, compliance professionals, and Salesforce users explored live demos of how the app simplifies Salesforce CTPS screening.
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The response was overwhelmingly positive, especially from teams looking to eliminate manual checks and embed compliant workflows directly into Salesforce.
Key Capabilities That Enhance Responsible Communication
Instant, Clear Compliance Indicators
Before: Agents had to guess whether a number was callable, slowing conversations and creating compliance risk.
After with CallShield: Teams see an instant “safe-to-call” or “consent required” status the moment they open a record — no uncertainty, no hesitation.
Automated Screening Within Salesforce
Before: Users switched between spreadsheets and external TPS/CTPS tools to verify numbers manually.
After with CallShield: Every record is auto-checked inside Salesforce the second it’s viewed — zero switching, zero manual effort.
Bulk Screening for Large Campaigns
Before: Campaign lists had to be reviewed manually, leading to delays, errors, and inconsistent checks.
After with CallShield: Outreach teams can screen entire campaign lists in seconds with batch processing – no manual checks, no bottlenecks.
Explicit Consent Management
Before: Consent tracking was scattered, unclear, and often missed during outbound calls.
After with CallShield: A single explicit-consent toggle keeps consent status clean, visible, and PECR/GDPR-aligned instantly.
Flexible Lightning Component Placement
Before: Compliance tools sat outside the workflow, forcing users to jump between systems.
After with CallShield: The screening component sits exactly where each team needs it in Salesforce – embedded, seamless, and fully customisable.
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How CallShield Fits Into Your Workflow
- Install instantly via Salesforce AppExchange — no complex setup or external integrations needed.
- Place the Lightning Web Component anywhere you work — on leads, contacts, accounts, or custom objects.
- Open any record to see real-time screening results — clear “call-safe” or “consent-required” indicators.
- Run bulk checks across campaigns or large datasets — clean entire lists before outreach begins.
- Record explicit consent with a single toggle — only where legally appropriate and properly documented.
- Generate audit-friendly reports for compliance teams — track screening activity and demonstrate PECR/GDPR alignment.
Overall, the workflow of CallShield is simple, intuitive, and built for teams at any stage of CTPS/TPS compliance maturity.
A Client-Centric Approach to Screening Technology
Greengage builds tools that strengthen operational integrity, not just tick compliance boxes.
CallShield supports teams in navigating preference registers including the Telephone Preference Service, Corporate Telephone Preference Service, Do Not Call List UK, and similar opt-out lists, directly within Salesforce.
While the app streamlines screening and reduces operational risk, it does not offer legal assurances or replace formal compliance guidance. Instead, it provides a dependable, real-time framework that enhances decision-making and protects outbound workflows.
This reflects Greengage’s broader philosophy: delivering thoughtful, future-ready solutions that elevate client experience while maintaining a grounded respect for a constantly evolving regulatory environment.
Pricing and Access
CallShield (Greengage CTPS App) is available through a straightforward subscription model:
- £80 GBP per company per month, or
- £880 GBP per company per year
These options enable organisations to adopt a cost-effective Salesforce CTPS screening solution suited to their operational scale and outreach volume.
You can install or trial the app instantly via the Salesforce AppExchange.
For demos, support, or tailored onboarding, contact:
📧 info@greengage.co
📞 +44 (0)208 610 4444
About Greengage
Since 2011, Greengage has partnered with the financial services sector to deliver high-quality Salesforce implementations and specialised digital tools.
Our focus is simple: build solutions that enhance operational efficiency, remove friction, and elevate the user experience. Every product we create reflects our commitment to responsible, client-centred innovation.
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At a Glance: Why Choose CallShield
- 100% Salesforce-native — No external tools, no integrations, no delays.
- Fully automated Salesforce CTPS screening — Every number checked the moment users open a record.
- PECR & GDPR-aligned support — Helps teams follow regulatory requirements with confidence.
- Clear red/green compliance indicators — Instant visibility on whether a number is safe to call.
- Batch screening for outreach campaigns — Scan entire lists in seconds, not hours.
- Explicit consent management — Easily log and honour consent within Salesforce.
- Flexible Lightning component placement — Add screening anywhere your workflow needs it.
FAQs
Question 1. Why should my organisation screen numbers against TPS/CTPS?
Answer 1. Because calling numbers registered on TPS/CTPS without consent can trigger complaints, investigations, and fines. Screening protects your brand, reduces risk, and prevents wasted sales effort.
Question 2. What happens if my team accidentally calls TPS/CTPS-listed numbers?
Answer 2. You risk breaching PECR, facing ICO penalties, and damaging trust with potential customers. Automated screening tools reduce this risk by catching issues before a call is made.
Question 3. How does automated screening inside Salesforce improve compliance?
Answer 3. CallShield removes manual steps, eliminates human error, and ensures every number is checked at the moment your team interacts with it — whether on a record, a list, or a campaign.
Question 4. How often should businesses screen their data?
Answer 4. At least every 28 days, as required by regulation. Automated tools ensure your CRM stays continuously up-to-date without needing recurring manual uploads.
Question 5. Does Salesforce offer TPS/CTPS screening natively?
Answer 5. No. Salesforce doesn’t include built-in preference-register checks. You need a third-party app like CallShield to perform real-time, compliant screening.
Every outbound sales or service team knows the frustration. You reach out to a new lead, only to discover the number is listed on TPS/CTPS.
Manual checks slow teams down. Missed checks risk fines. Inconsistent data creates uncertainty. That’s exactly why we built CallShield — formerly the Greengage CTPS/TPS App.