Dialpad and Salesforce 101
  • 20 Feb 2024
  • 2 Minutes to read
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Dialpad and Salesforce 101

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Article Summary

Dialpad for Salesforce brings Ai-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your teams can focus on driving more sales and improving customer satisfaction.

Dialpad offers multiple Salesforce integration options, let's get into the details of what you need for each one. 

Who can use this feature
Dialpad for Salesforce requires a Pro or Enterprise Dialpad plan type. 
The Dialpad integration is compatible with both Service and Sales Clouds.

Requirements

You must be running the latest version of the Salesforce package to ensure our robust features run efficiently. 

Find this information noted below, and on the Salesforce Appexchange.

Version V1.754 - Released 02/04/2024

VersionV1.754 - Released 02/04/2024

VersionV1.754 - Released 02/04/2024

VersionV1.754 - Released 02/04/2024

VersionV1.754 - Released 02/04/2024

Teams will also need an Enterprise or Unlimited edition of Salesforce and/or an edition that supports API access.

Which Salesforce integration do I need?

Dialpad for Salesforce enables companies to break down silos and seamlessly connect—with sales and service calls that live natively inside Salesforce to deliver more engaging experiences and improve agent productivity.

Let's go over each of our available integrations. 

CTI and Chrome Click-to-Call 

Allows you to click numbers and call them using Dialpad, via Chrome and Salesforce. 

Salesforce Lightning 

Dialpad's native integration for Salesforce users on the Lightning platform. 

Salesforce Classic 

Dialpad's native integration for Salesforce users on the classic Salesforce platform. 

Powerdialer 

Dialpad's Powerdialer inside Salesforce allows Sales Managers to set up dial lists containing Leads, Contacts, Opportunities, or Accounts and assign them to reps. Reps can dial through these lists automatically without bringing up each record individually.

*Only available to Ai Sales Users. 

High Velocity Sales 

Dialpad’s integration with Salesforce High Velocity Sales improves reps’ productivity by allowing calls to be triggered from a cadence and by marking call tasks as complete after the call. 

*Only available to Ai Contact Center and Ai Sales users. 

Omnichannel

A comprehensive CX solution allowing Admin to manage and sync Agent statuses, creating simplified prioritization within the Salesforce Omnichannel console. 

*Only available to Ai Contact Center and Ai Sales users. 

Salesforce1

The mobile Salesforce solution, (available on Classic and Lightning), allows calls from your Salesforce mobile app to be routed to your Dialpad app. 

*You need to install the Dialpad mobile app onto your device to use this integration. 

Frequently asked questions

What is the difference between Salesforce and Salesforce Lightning?

Salesforce Lightning is a newer and more modern version of Salesforce. It has a simplified user experience, with more advanced features, and optimized pages for managing sales and service processes.

Does Dialpad store Salesforce data?

No, Dialpad does not store Salesforce activities. It only does a real-time fetch to display information using Salesforce APIs.

What languages are these integrations available in?

Dialpad's Salesforce integrations are available in English and Japanese.



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