---
title: "Use Dialpad for Salesforce Classic (CTI)"
slug: "use-dialpad-for-salesforce-classic-cti"
updated: 2025-09-25T17:01:17Z
published: 2025-09-25T17:01:17Z
---

> ## 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.

# Use Dialpad for Salesforce Classic (CTI)

Before you get started, you'll need your Admin to [enable this for your account](https://help.dialpad.com/v1/docs/dialpad-for-salesforce-classic). Once this is enabled, then you'll be able to click-to-call any number in Salesforce. If you want your calls to log in Salesforce, be sure to connect your [Dialpad to Salesforce](https://help.dialpad.com/v1/docs/use-salesforce-for-dialpad).

> [!NOTE]
> Who can use this
> 
> Salesforce Classic is available to [Dialpad Sell](https://www.dialpad.com/products/sales-dialer/) and [Dialpad Support](https://www.dialpad.com/products/inbound-call-center/) users, as well as [Dialpad Connect](https://www.dialpad.com/products/business-phone-system/) users on Pro and Enterprise plans.

## Make Dialpad call in Salesforce

To place a call in Salesforce, click on a phone number associated with a:

- Lead
- Account
- Opportunity
- Contact
- Case

[SF_place_call](https://app.vidgrid.com/embed/GsNzOp0y6d6i)

This will launch your Dialpad app (Native or Chrome) with the number pre-populated.

After your call ends, and you enter the case details, the call is automatically logged as a task to the associated record.

> [!TIP]
> Tip
> 
> Record a call from Dialpad and we'll automatically log it with your associated record in Salesforce.

## Recent activity sidebar

After the Classic CTI integration is enabled, team members will see a **Recent Activity** sidebar automatically appear within their Salesforce screen. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Classic-SF-recent-activity.png)

Similar to your Recent Activity sidebar in Dialpad, this displays all recently contacted Leads/Contacts. Within your sidebar you can:

- Select the **magnifying glass** to search for a Salesforce record (lead, contact, etc.)
- Select the **arrow** to view recent call notes
- Select the **Contact/Lead name** to view information
- Select the **phone number** to launch a new call

## Classic vs Salesforce for Dialpad

If you've been using the [Salesforce for Dialpad](/v1/docs/use-salesforce-for-dialpad) integration already (or our [Chrome extension](/v1/docs/enable-click-to-call-with-chrome)), you might be wondering what Salesforce Classic has to offer that's different. Let's take a closer look at the major differences:

**Supported Browsers**

Our Salesforce Classic integration supports click-to-call in any browser (e.g. Safari, Chrome, Firefox). With the extension, you're limited to just Chrome.

**Matching Records**

Since you're clicking directly on the Lead/Account/Opportunity, etc. in Salesforce, we automatically know which record to tie the call to.

With the Salesforce for Dialpad integration, you need to select which record is right when multiple matches appear.

**Logging a Note**

Using Salesforce Classic does not automatically enable the Salesforce for Dialpad integration within your desktop app—in other words, if you have Salesforce Classic on your account, you won't be able to take notes directly within in the Dialpad app.

If you want that ability, just have your Administrator reach out to your sales rep to have the [Salesforce for Dialpad integration](/v1/docs/use-salesforce-for-dialpad) enabled on your account.

[SF-Logging-note](https://app.vidgrid.com/embed/zWxFIA6uVcSX)

Keep in mind that with the Classic CTI, you will either need to:

- [Disable your Chrome extension](/v1/docs/enable-click-to-call-with-chrome)
- Add salesforce.com as an exception to your extension

Select either one of these options to ensure that the Chrome Extension doesn’t interfere with the Classic CTI feature.

> [!NOTE]
> Notes
> 
> Keep in mind that the Dialpad CTI does not support using multiple tabs.
> 
> We know you love using CTIs, but for the best experience, we recommend using the Dialpad Desktop App and [Dialpad Everywhere](https://help.dialpad.com/v1/docs/en/dialpad-everywhere#how-to-set-up-dialpad-everywhere).

Visit [this Help Center article](/v1/docs/dialpad-for-salesforce-classic-faqs) to find answers for frequently asked questions regarding Dialpad for Salesforce Classic (CTI).