Using Salesforce + Dialpad Meetings
    • 09 Apr 2024
    • 2 Minutes to read
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    Using Salesforce + Dialpad Meetings

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    Article Summary

    With Dialpad Meetings for Salesforce, your team can: 

    • Schedule a meeting with a Contact/Lead

    • Schedule a meeting from any screen within Salesforce

    • Schedule a meeting from the Create New Event view

    • Enable Dialpad Dialpad Meetings on your Chatter Feed

    Additionally, your meetings will be saved under the Activity History for that Contact or Lead.

    Enable Dialpad Dialpad Meetings for Salesforce

    First things first, you’ll need to install the Dialpad Meetings package from the Salesforce AppExchange.

    Follow the installation steps, then select Install for All Users.

    Add Dialpad Meetings Tab

    Once you’ve installed the Dialpad Meetings package, it’s time to add the Dialpad Meetings Tab to Salesforce.

    This process varies depending on which Salesforce instance you’re using, Lightning or Classic.

    Let’s look at each.

    Add Dialpad Meetings Tab to Salesforce Lightning

    In your Salesforce Lightning App Builder:

    1. Select Set Up

    2. Navigate to Platform Tools

    3. Select Apps, then App Manager 

    4. Within App Manager find Sales - Lighting Sales, then select Edit

    5. Navigate to Navigation Items

    6. Search for Dialpad Meetings under Available Items, then select to Add

    Add Dialpad Meetings Tab to Salesforce Classic

    From Salesforce Classic:

    1. Navigate to Set Up from the User menu

    2. From the sidebar, select Create

    3. Select Apps

    4. Locate the app where you want to add the Dialpad Meetings tab

    5. Click Edit

    6. Under Available Tabs, select Uberconference, then select Add

    7. Check the box beside Overwrite users personal customizations

    8. Select Save

    Enable new layout and scheduled events

    Next, its time to enable new layout and schedule events. This process varies depending on which Salesforce instance you’re using, Lightning or Classic.

    Let’s look at each.

    Enable new layout and scheduled events for Salesforce Lightning

    To enable the new layout and scheduled events for Salesforce Lightning:

    1. Select Set Up

    2. Navigate to Object Manager

    3. Select the Object you want to add Dialpad Meetings to (i.e. Events)

    4. Within the Object, select Page Layouts

    5. Select Edit

    6. Search for Dialpad Meetings fields in object layout to add

      1. Don’t forget to add Dialpad Ai!

    Screen_Shot_2019-07-31_at_8.35.07_AM.png

    Enable new layout and scheduled events for Salesforce Classic

    To enable the new layout and scheduled events for Salesforce Classic:

    1. Navigate to Set Up from the User menu

    2. Under App Setup, select Customize

    3. Select Activities

    4. Select Event Page Layouts

    5. Search for uberconference

    6. Drag and drop the field anywhere on the event page under Calendar Details

      1. Don’t forget to add Dialpad Ai!

    Enable Chatter Feed

    To enable the Chatter Feed:

    1. Select Set Up from the User menu

    2. Navigate to Customize, then select Chat

    3. Select Feed Tracking

    4. Select Events from the left-hand column

    5. Click on Enable Feed Tracking Checkbox

    6. Select UberConference (Dialpad Meetings), then Save

    Uninstall Dialpad Meetings for Salesforce

    To uninstall Dialpad Meetings for Salesforce, you'll need to remove the Leads and Contacts buttons from the page layout.

    Remove Leads button

    To remove the Leads button:

    1. Navigate to Set Up from the User drop-down menu

    2. Navigate to Customize > Leads > Search Layouts

    3. Locate the Leads List View then click Edit

    4. Navigate to Custom Buttons

    5. Remove the Schedule button, then select Save 

    Remove Contacts button

    To remove the Contacts button:

    1. Navigate to Set Up from the User drop-down menu

    2. Navigate to Customize > Leads > Search Layouts

    3. Locate the Contacts List View and click Edit

    4. Scroll down to the Custom Button section

    5. Remove the Contacts button, then select Save


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