Automate outbound calls in Salesforce with Dialpad’s Powerdialer, enabling managers to assign dial lists and agents to connect faster.
Let’s dive into the details.
Who can use this
Dialpad’s Powerdialer with Salesforce is available to users with a Dialpad Sell, Dialpad Connect and Dialpad Support license.
Dialpad Admins with Salesforce Administrator access must set up this integration.
To use the integration, agents must be assigned to at least one Contact Center and download the Dialpad app in Salesforce Lightning.
Download Dialpad Powerdialer
Download the latest Dialpad for Salesforce package from the Salesforce AppExchange.
Note
If you are using a URL to install the package inside your Salesforce Sandbox, replace “login.salesforce.com” with “test.salesforce.com” in the URL.
Enable the Powerdialer
The Powerdialer must be enabled by your Company Admin.
To enable the Powerdialer, go to your Dialpad Admin Portal.
Select Company Settings > Select Integrations
Select Options > Select Manage Settings
Navigate to Powerdialer
Select Connect
Drag and drop the Salesforce fields into your preferred order
Autodial will dial the first number where a value is returned.
Note
If your company has only one office, you must perform the configuration steps in your Office Integration Settings (not in the Company Settings).