Use Dialpad for Salesforce Classic (CTI)

To place a call in Salesforce, click on the phone number associated with a:

• Lead

• Account

• Opportunity

• Contact

• Case

This will launch your Dialpad app (Native or Chrome) with the number pre-populated. As long as your caller ID is right, hit Call to place your new call.

After your call ends, the call is automatically logged as a task to the associated record.

Tip

Record a call from Dialpad and we'll automatically log it with your associated record in Salesforce.

Recent activity sidebar

After the Classic CTI integration is enabled, team members will see a Recent Activity sidebar automatically appear within their Salesforce screen.

Similar to your Recent Activity sidebar in Dialpad, this displays all recently contacted Leads/Contacts. Within your sidebar you can:

• Select the magnifying glass to search for a Salesforce record (lead, contact, etc.)

• Select the arrow to view recent call notes

• Select the Contact/Lead name to view information

• Select the phone number to launch a new call

Classic vs Salesforce for Dialpad

If you've been using the Salesforce for Dialpad integration already (or our Chrome extension), you might be wondering what Salesforce Classic has to offer that's different. Let's take a closer look at the major differences:

Supported Browsers

Our Salesforce Classic integration supports click-to-call in any browser (e.g. Safari, Chrome, Firefox). With the extension, you're limited to just Chrome.

Matching Records

Since you're clicking directly on the Lead/Account/Opportunity, etc. in Salesforce, we automatically know which record to tie the call to.

With the Salesforce for Dialpad integration, you need to select which record is right when multiple matches appear.

Logging a Note

Using Salesforce Classic does not automatically enable the Salesforce for Dialpad integration within your desktop app—in other words, if you have Salesforce Classic on your account, you won't be able to take notes directly within in the Dialpad app.

If you want that ability, just have your Administrator reach out to your sales rep to have the Salesforce for Dialpad integration enabled on your account.

Keep in mind that with the Classic CTI, you will either need to:

• Disable your Chrome extension

• Add salesforce.com as an exception to your extension

Select either one of these options to ensure that the Chrome Extension doesn’t interfere with the Classic CTI feature.

Note

Keep in mind that the Dialpad CTI does not support using multiple tabs.

We know you love using CTIs, but for the best experience, we recommend using the Dialpad Desktop App and Dialpad Everywhere.

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