The Dialpad for Salesforce integration brings smarter workflows, increased call efficiency, and better customer interactions to Salesforce—so your teams can focus on driving more sales and closing deals faster.
Let's dive into the details of this integration.
Who can use this
The Salesforce integration is free to install but requires a Dialpad Connect, Dialpad Support or Dialpad Sell license.
Dialpad for Salesforce is compatible with both Service and Sales Cloud.
Requirements
To integrate Salesforce and Dialpad, you must:
Have an Enterprise or Unlimited edition of Salesforce.
Be using the latest Salesforce package
Enable API access
Dialpad does not store Salesforce activities. It only does a real-time fetch to display information using Salesforce APIs.
Note
To install the Dialpad for Salesforce package, you must have a Salesforce System Admin profile, with full access to Accounts, Contacts, Leads, Opportunities and Cases.
Permission sets
Dialpad for Salesforce provides two permission sets: one for admins and one for users.
Review the details below to ensure you're using the correct permissions.
Dialpad for Salesforce - Administrator
The ‘Dialpad for Salesforce - Administrator’ permission set is intended for Office Admins and Contact Center Admins, as well as those who need access to the 'Dialpad_Lightning' tab.
With this permission set, you can manage the following features:
Powerdialer list creation and management
List prioritization
Contact Center prioritization
Salesforce settings
Dialpad for Salesforce - Standard user
This permission set is intended for agents or non-admin users and should be assigned to Contact Center agents who place calls from Salesforce.
With this permission set, agents can access the 'My Dialpad' Tab, where they can see their assigned lists and upcoming records from the Powerdialer.
If your organization does not use Powerdialer, this permission set is required to ensure proper access to call logging objects and fields.
Install Salesforce lightning
To install Salesforce Lightning for all users:
Select Dialpad for Salesforce from the AppExchange
Make sure you're using the most recent package.
Click on Install for All Users then Install
