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 will allow you...

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  Dialpad Call Log...

Calls received via the Dialpad CTI in Salesforce Lightning can be logged to Salesforce Cases & Opportunities, ensuring nothing slips through the cracks in Salesforce call activity history.    Let's go over how this feature works.  Who can use t...

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 Feature Our Salesforce integratio...

With so much business communication happening via SMS, its crucial to have a record of these conversations. That's where SMS logging comes into play. With SMS logging in Salesforce, Admins can:  Designate which users have SMS logging turned on...

Logging SMS messages to Salesforce provides insights into communication patterns and business trends, allowing you to track important conversations and stay one step ahead of your clients. While useful in 1:1 conversations, the ability to log SMS me...