--- title: "Use Salesforce for Dialpad" slug: "use-salesforce-for-dialpad" description: "Discover how the Salesforce-Dialpad integration can assist you in steering the call in the right direction. " tags: ["log activity", "dialpad call center", "log task", "ai contact center", "cti softphone ", "CTI Settings", "Dialpad sell", "Salesforce Integration", "Integrations", "ai voice", "dialpad talk", "ai sales"] updated: 2025-09-25T16:39:37Z published: 2025-09-25T16:39:37Z --- > ## 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 Salesforce for Dialpad 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. [YouTube video player](https://www.youtube.com/embed/3eHfVYkg158) Let's dive into the details of this integration. > [!NOTE] > Who can use this > > The Salesforce integration is free to install but requires an [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. ## Connect Salesforce First things first, your Company Admin must enable the Salesforce integration.

Navigate to your Dialpad Admin Settings.

 1. Select **My Company** 2. Select **Integrations** 3. Navigate to **Salesforce** 4. Select **Options** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-options(1).png) 5. Select **Manage Settings** 6. Go to **Enablement details**, then check **Enable this feature** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/enable-sfdc-company(1).png) 7. Select **Save changes** For information on Custom Objects, read [this Help Center article](https://help.dialpad.com/docs/salesforce-custom-objects). Once Salesforce has been enabled for your company, your Salesforce Admin will need to connect their Salesforce account from the Dialpad app. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/connect-sfdc-in-app(2).png) ## Contact matching Once you’ve connected your Salesforce account, any time a Salesforce contact matches the Dialpad contact, you'll see their Salesforce details in the Salesforce widget on the right-hand sidebar. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/salesforce-matched-contact(1).png) Here, you'll see who owns the Salesforce record, open activities, their activity history (completed tasks), and opportunity stage (if applicable). To view the contact in Salesforce, select **View Contact**. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-view-contact.png) Let's go over common contact matching scenarios. ### Create a contact New Salesforce contacts can be created from Dialpad at any time. To create a contact from the Dialpad app: 1. Open a one-on-one conversation 2. Open the right-sidebar 1. Select the contact's name, or 2. Select the skinny bar icon 3. Open the **Salesforce widget**> Select **Create/Connect to a record** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/conntect-to-record-sfdc(1).png) 4. Select **Create new record** 5. Select **Create Contact![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/create-new-sfdc-contact.png)** 6. Enter the contact details 7. Select **Save** ### Connect a contact Connecting a Dialpad contact to an existing contact couldn't be easier! Dialpad searches Salesforce for contacts that match either the phone number, email, or contact name of the Dialpad contact. To connect a Dialpad contact to a Salesforce contact: 1. Open the **Salesforce widget** 2. Select **Create/Connect to a record** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-single-match-connect(2).png) 3. Select the matching record 4. Select **Connect** **![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-connect-the-contact.png)** ### Multiple contact match If multiple Salesforce contacts are found, your Dialpad will not automatically be matched to a Salesforce record — you'll need to assign it to the correct one. From the Salesforce widget: 1. Select **Create/Connect to a record** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-connect-multiple-match(1).png) 2. Select the correct contact 3. Select **Connect** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/select-multiple-match-sfdc(1).png) > [!NOTE] > Note > > If none of the listed contacts are correct, you can also use the search bar to find a different contact, or select Create new record to create a new contact. ### Rematch a contact Need to change the matched contact? No problem! To rematch a contact: 1. Open the **Salesforce widget** 2. Select **Rematch** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/rematch-sfdc-contact(1).png) 3. Enter the name or phone number of the contact 4. Select Enter 5. Select the desired contact 6. Select **Connect** ## Log a Task No need to switch between Dialpad and Salesforce, you can log Tasks right from the Dialpad app. Tasks are logged as open activities and can be created before or after a call (but not during). To log a Task from the Dialpad app: 1. Select the **Salesforce widget** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/log-sfdc-task.png) 2. Click **Create Task** 1. Enter a subject 2. Enter the Task details 3. Select **Save Activity** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/log-sfdc-task(2).png) Your new activity will now appear in the Open Activities section. > [!NOTE] > Note > > Call Tasks are created in Salesforce, not Dialpad. As Dialpad does not keep these records, we cannot backfill previous calls. ## Log a note Notes, also known as Completed Activities, can also be created from the Dialpad app, and are logged during a live call. From the Dialpad app: 1. Navigate to the conversation 2. Open the **Salesforce widget** 3. Enter the note details 4. Select **Save activity** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/log-sfdc-note(1).png) > [!WARNING] > Dialpad for Salesforce on mobile > > You can also view Salesforce activities on your mobile device. From your Contact's profile page, navigate to the Salesforce section. Here, you'll see any open and past activities. > > To log a new activity, select the **+** icon. > > If you enter notes during a call, we'll automatically log them as closed activities. ## Log a call As long as you’ve matched the right contact in Dialpad to Salesforce, all active inbound and outbound calls will automatically log in Salesforce as completed activities. ![Screen_Shot_2018-02-12_at_1.52.32_PM.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/screen_shot_2018-02-12_at_1.png) The activity will be listed with the default title Dialpad Call and basic call info (call duration, call type). Record a call or leave a voicemail in Dialpad and we'll automatically log it back to the associated record in Salesforce. > [!NOTE] > Notes > > If you receive a call from a Dialpad user in your company, the call will not log to your Salesforce. > > Calls placed via desk phones will still automatically log as long as there is a contact match. If multiple contacts are found, you'll need to select the contact before the call is logged. Call Tasks are created in Salesforce, not Dialpad. As Dialpad does not keep these records, we cannot backfill previous calls. ## Log a missed call Automatically log missed calls and voicemails to a Salesforce user or queue tied to your contact center, department, or main office line. There are 2 ways to log missed calls in Salesforce: - **Salesforce user:**Log missed calls to a specific user - **Salesforce queue:** Log missed calls to a specific shared line To enable missed call logging in Salesforce, head to **Dialpad Admin Settings**. 1. Navigate to departments or contact centers > Select the desired department or contact center 2. Select**Integrations** > **Options** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dept-integrations.png) 3. Select **Manage Settings** > Navigate to **Activity logging and linking** 4. Select Log missed calls as activities 1. Select Salesforce user 2. Select Salesforce queue 5. Save changes ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/SFDC-log-missed-calls.png) Missed calls will follow the call activity setting you’ve chosen for Salesforce calls. ## Activity history Under Activity History, completed tasks will include: - **Assigned To:** The Dialpad user who received/placed the call. - **Subject:** Dialpad Call, inbound/outbound, and call duration. - **Call Type:** The Record's call direction. - **Call Duration:** The Record's call duration (in seconds). - **Start Date/Due Date:** The date the call was received/made. > [!NOTE] > Note > > We do not currently log against **Type**. To view all activities in Salesforce, select **Show all activities** in the Activity History section. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-show-all-activities.png)Make sure you have the latest version of our package installed in your Salesforce instance before you click on the hyperlink. Use the following links to install a Salesforce production or Sandbox package. - [Install Salesforce production instance](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2M0000033NAo) - [Install Salesforce sandbox instance](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2M0000033NAo) > [!WARNING] > Questions? > > Read our [Dialpad for Salesforce FAQs](/v1/docs/dialpad-for-salesforce-faqs) for more information. ## Related - [Dialpad for Salesforce FAQs](/dialpad-for-salesforce-faqs.md) - [Salesforce Troubleshooting](/salesforce-troubleshooting.md)