---
title: "Install Dialpad for Salesforce"
slug: "install-salesforce-for-dialpad"
updated: 2025-09-22T15:44:27Z
published: 2025-09-22T15:44:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install Dialpad for Salesforce

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.

[YouTube video player](https://www.youtube.com/embed/3eHfVYkg158?si=GrYSVXwd2nxbewjA)

> [!NOTE]
> Who can use this
> 
> The Salesforce integration is free to install but requires a [Dialpad Connect](https://www.dialpad.com/pricing/#business), [Dialpad Support](https://www.dialpad.com/pricing/#contact-center) or [Dialpad Sell](https://www.dialpad.com/pricing/#contact-center) 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]
> 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:

1. Select Dialpad for Salesforce from the [AppExchange](https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000Er9oqUAB)
  1. Make sure you're using the [most recent package](https://help.dialpad.com/docs/dialpad-and-salesforce-101#requirements).
2. Click on **Install for All Users** then Install

![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/install-salesforce.png)