Dialpad for Salesforce Classic (FAQs)

We have Classic on Sandbox—does this integration work with that?

Unfortunately not at this time. 

Can I use this integration with a custom app?

Third-party and custom apps are not supported for Dialpad for Salesforce Classic. However, depending on the application, it may still be possible to use the Dialpad app on the utility toolbar using our setup steps.

Unfortunately, our support team can't help troubleshoot third-party or custom applications.

 

How do I create a report in Salesforce to see my team's call logs?

We suggest creating an Activities with Contacts report (click to view larger size).

Here's an example of the fields we suggest using (click on the image to view a larger size):

Our organization has a mix of users on Salesforce Classic and Lightning. Is is possible to enable both integrations?

Yes, your organization can install both Dialpad for Salesforce Lightning and Dialpad Salesforce Classic integrations. However, users can only be enabled for one integration at a time, they can not use both at the user level.


Which Salesforce editions are compatible with this integration?

Enterprise and Unlimited, as well as editions that have API access.

Additionally, automatic call logging is subject to your instances API call limits. As a Salesforce Admin you can go to Setup>Monitor>System Overview to verify current API call limits.