Dialpad for Salesforce Classic
  • 20 Feb 2024
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Dialpad for Salesforce Classic

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Article Summary

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 using Dialpad's robust features. 

Let's take a look at the integration process for Salesforce Users on the Classic Salesforce platform. 

Who can use this feature
The Salesforce Classic integration is currently available to Dialpad Ai Voice, Ai Sales, and Contact Center customers on  Pro and Enterprise plans.

Install Classic

To install Salesforce Classic for all users:

  1. Select Dialpad for Salesforce from the AppExchange
    • Make sure you're using the most recent package — we're on V1.754
  2. Click on Install for All Users then Install

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Enable Classic

Once the package has installed, you'll have the option to enable the Classic integration for individual users or your entire team. Here's how:

  1. Click on the + icon on your top navigation menu
  2. Select Dialpad on the displayed list
  3. Under Manage Users, check individual users from the list
  4. Click Add Users to finalize

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Uninstall Classic

To uninstall the Salesforce Classic integration:

  • Click on your name>Set Up
  • Navigate to App Set Up>Installed Packages

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  • Next to Dialpad for Salesforce, click Uninstall
  • On the Uninstall screen, select Do Not Save a Copy...
  • Click Uninstall

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  • Navigate to Uninstalled Packages and click Delete next to Dialpad for Salesforce

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Visit this Help Center article to find answers for frequently asked questions regarding Dialpad for Salesforce Classic.


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