---
title: "Salesforce + Dialpad Meetings: Enablement Guide"
slug: "using-salesforce-dialpad-meetings"
updated: 2026-04-02T03:41:48Z
published: 2026-04-02T03:41:48Z
---
> ## 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.
# Set Up Salesforce + Dialpad Meetings
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](https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3mQQEAZ).
Follow the installation steps, then select **Install for All Users.**
> [!NOTE]
> Note
>
> Dialpad Meetings is a private package that is actively managed by the Dialpad team.
## 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**
.png)
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!
### 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** .png)
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!
.png)
## 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** **.png)**
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**