Dialpad for Salesforce brings Ai-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your teams can focus on driving more sales and improving customer satisfaction.
Dialpad offers multiple Salesforce integration options, let's get into the details of what you need for each one.
Who can use this
Dialpad's Salesforce integration requires a Salesforce and a Dialpad plan.
Dialpad for Salesforce is compatible with both Service and Sales Cloud.
Requirements
You must be running the latest version of the Salesforce package to ensure our robust features run efficiently.
Salesforce package
All Dialpad for Salesforce integrations (Lightning, Classic, Powerdialer, Omnichannel, and High Velocity Sales) are currently operating on V1.793, which was released on 3/18/2025.
Teams will also need an Enterprise or Unlimited edition of Salesforce and/or an edition that supports API access.
Which Salesforce integration do I need?
Dialpad for Salesforce enables companies to break down silos and seamlessly connect—with sales and service calls that live natively inside Salesforce to deliver more engaging experiences and improve agent productivity.
Let's go over each of our available integrations.
CTI and Chrome Click-to-Call
Allows you to click numbers and call them using Dialpad, via Chrome and Salesforce.
Salesforce Lightning
Dialpad's native integration for Salesforce users on the Lightning platform.
Salesforce Classic
Dialpad's native integration for Salesforce users on the classic Salesforce platform.
Powerdialer
Dialpad's Powerdialer inside Salesforce allows Sales Managers to set up dial lists containing Leads, Contacts, Opportunities, or Accounts and assign them to reps. Reps can dial through these lists automatically without bringing up each record individually.
*Only available to Dialpad Sell users.
High Velocity Sales
Dialpad’s integration with Salesforce High Velocity Sales improves reps’ productivity by allowing calls to be triggered from a cadence and by marking call tasks as complete after the call.
*Only available to Dialpad Support and Dialpad Sell users.
Omnichannel
A comprehensive CX solution allowing Admin to manage and sync Agent statuses, creating simplified prioritization within the Salesforce Omnichannel console.
*Only available to Dialpad Support and Dialpad Sell users.
Salesforce1
The mobile Salesforce solution, (available on Classic and Lightning), allows calls from your Salesforce mobile app to be routed to your Dialpad app.
*You need to install the Dialpad mobile app onto your device to use this integration.
Frequently asked questions
What is the difference between Salesforce and Salesforce Lightning?
Salesforce Lightning is a newer and more modern version of Salesforce. It has a simplified user experience, with more advanced features, and optimized pages for managing sales and service processes.
Does Dialpad store Salesforce data?
No, Dialpad does not store Salesforce activities. It only does a real-time fetch to display information using Salesforce APIs.
What language does the Dialpad for Salesforce integration support?
Dialpad's Salesforce integrations are available in English and Japanese.
Is Dialpad for Salesforce compatible with Hyperforce?
Yes, from v1.758 onwards, Dialpad for Salesforce is compatible with Hyperforce.
As long as you're using the latest package version, there's no extra steps to activate Hyperforce support.
What's the difference between Salesforce CTI and Dialpad app integration?
When it comes to handling calls, both options let you connect to Dialpad, but they work in slightly different ways.
Let's look at what each one does.
Feature | Salesforce CTI | Dialpad Integration |
Purpose | Built specifically for Salesforce. | Primarily a phone system with Salesforce compatibility as an added feature. |
Best for | Teams heavily reliant on Salesforce as their primary tool. | Teams prioritizing Dialpad functionality with lighter Salesforce integration. |
Setup Complexity | Requires Salesforce CTI setup using Salesforce AppExchange solutions. | Requires Dialpad integration enablement. |
Click-to-Call | Fully supported — dial directly from Salesforce. | Not applicable |
Do Not Disturb | Yes | Yes |
Contact Center status update | Yes | Yes |
Real Time Assist cards | No | Yes |
Ai Transcription | Yes | Yes |
Contact matching | Yes | Yes |
Call Controls | Yes, call controls within CTI. | Yes, call controls within the app. |
Call logging | Yes | Yes |
Related object logging | Yes | Not applicable |
Assign to Case, Opportunities, & Custom Objects | Yes | Not applicable |