Salesforce Custom Objects & Field Mapping

Custom Objects in  Salesforce  are created to store information unique to an organization or industry.  Just like Opportunities and Cases, if you have Custom Objects that are related to Contacts, Accounts, or Leads, this feature...

Customized reports require customized data. Use Dialpad Call Log Custom Object to discover trends and dig into the details of your calls.  Every Dialpad call eligible to be logged in a connected Salesforce instance creates a  Dialpa...

Calls received via the Dialpad CTI in Salesforce Lightning can be logged to Salesforce Objects, Cases, and Opportunities, ensuring nothing slips through the cracks in your Salesforce call activity history.    Let's go over how this works...

Dialpad's Salesforce integration allows you to log calls between Agents & their respective contacts to the company's connected Salesforce instance. Let's take a look at how this works. Who can use this Our Salesforce integration is ...

With business communication increasingly happening through SMS, logging these conversations is essential. Whether for individual messages or those sent from Shared Lines like Contact Centers or Departments, SMS logging in Salesforce offers valuable ...

Let's go over some frequently asked questions regarding SMS logging in Salesforce to make sure you get the best out of this integration.  How will the task appear in Salesforce? We’ll mark the task as  Completed  and include th...