With Dialpad + Salesforce1, calls from your Salesforce mobile app can be routed to your Dialpad app, allowing you to keep your team's business calls on one platform while automatically logging to their Contacts or Leads.
Let's go over the details of this integration.
Please note, you will need to have installed the Dialpad mobile app onto your device to utilize this integration.
Requirements
To use Dialpad and Salesforce1, you'll need to:
- Install the Dialpad mobile app
- Ensure you have the latest Salesforce package
- We're currently on package version 1.70 1.708.0
Salesforce Classic
Salesforce Administrators will need to follow these steps to integrate Dialpad within Salesforce1 for their Salesforce Classic users:
- Install the Dialpad for Salesforce app through the web (if you're restricting access to specific users or profiles, make sure the desired users have access to the various new components for this package)
- For any objects that you want users to be able to initiate Dialpad calls from, add Dialpad to the Page Layouts.
Ex: If you want users to start a Dialpad call from Lead, follow these steps:
- Log into Salesforce as an Administrator, click on Setup in the top right corner
- In the Quick Find search field, type Page Layouts
- Scroll down to the left-hand panel and click on the Page Layouts link under Leads
- Click on Page Layout Assignment
- Click on the layout you want to add Dialpad to
- Click on Salesforce1 & Lightning Actions, then scroll down and click the link that says 'override the predefined actions'
- Drag and drop the Dialpad Call action into the Salesforce1 & Lightning Actions section. The order of the actions here determines how they will appear in the Quick Action bar, so we recommend placing Dialpad Call towards the beginning of the list
- Click Save
- Repeat this process for any other Objects that should have the Dialpad Call option, e.g. Contacts, Accounts, etc.
Salesforce Lightning
Salesforce Administrators will need to follow these steps to integrate Dialpad within Salesforce1 for their Salesforce Lightning users:
- Install the Dialpad for Salesforce app through the web (if you're restricting access to specific users or profiles, make sure the desired users have access to the various new components for this package)
- For any objects that you want users to be able to initiate Dialpad calls from, add Dialpad to the Page Layouts.
Ex: If you want users to start a Dialpad call from Lead, follow these steps:
- Log into Salesforce as an Administrator
- Use Quick Find to navigate to the Object Manager
- Click on Lead > Page Layouts
- Click on Page Layout Assignment
- Click on the layout you want to add Dialpad to
- Click on Salesforce1 & Lightning Actions, then scroll down and click the link that says 'override the predefined actions'
- Drag and drop the Dialpad Call action into the Salesforce1 & Lightning Actions section. The order of the actions here determines how they will appear in the Quick Action bar, so we recommend placing Dialpad Call towards the beginning of the list
- Click Save
- Repeat this process for any other Objects that should have the Dialpad Call option, e.g. Contacts, Accounts, etc.
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