Use Salesforce for Dialpad

The Dialpad for Salesforce integration brings smarter workflows, increased call efficiency, and better customer interactions to Salesforce—so your teams can focus on driving more sales and closing deals faster.

Let's dive into the details of this integration. 

Requirements

In order to successfully integrate Salesforce within Dialpad, you must:

• Have either Enterprise or Unlimited editions of Salesforce
• Be using the lastest Salesforce package — we're currently on 1.70 1.708.0 
• Enable API access

Permission Options

Dialpad for Salesforce offers two permission options.

Be sure to review the below details to ensure that you're using the correct permission set. 

1. Dialpad For Salesforce - Administrator 

This permission set is meant for Admins who need access to the 'Dialpad_Lightning' Tab.

With this permission set, Admins can manage the following features:

• Powerdialer list management

• List prioritization

• Call center prioritization

• Salesforce settings

2. Dialpad For Salesforce - StandardUser 

This permission set is intended for Agents or non-admin users.

With this permission set, agents can access the 'My Dialpad' Tab, where they can see their assigned lists and upcoming records from the Powerdialer.

If your organization does not use Powerdialer, this permission set is required to ensure proper access to call logging objects and field

Connect Salesforce

To enable and connect Salesforce for Dialpad, your Admin will need to:

1. Scroll to the bottom of your contact’s profile
2. Click Connect to Salesforce
3. Enter your credentials to authenticate the connection

Salesforce Contact Matching

Once you’ve authenticated this connection you'll see a Salesforce match populate on your Contact’s sidebar whenever you have a match.

1. From the conversation, click the contact's name to open the right-hand sidebar
2. Select Salesforce from the list of widgets to view the contact's Salesforce data

The Salesforce panel displays:

• Salesforce Record Info
  • Title and Company associated with the Record
  • Record Owner
  • Opportunity Stage (if applicable)
• View Contact (in Salesforce)
• Log Activity
• Open Activities
• Activity History

Salesforce Record Creation 

Use the Dialpad App to easily create new Salesforce records during or after a call. 

Agents and Admins can:

• Create an Account

• Create a Contact

• Create a Lead

• Create tasks

• Connect to existing Records

To create a Salesforce record from the Dialpad app:

1. Click the contact's name to open the right-hand sidebar
2. Select the Saleseforce widget
3. Select Create/connect to record                           
4. Select the desired record type
   • Account
   • Contact
   • Lead 
5. Enter the required information
6. Select ‘Save’

You can also create new Salesforce leads for missed calls, but first, you’ll need to enable the permission from your Salesforce integration settings. 

1. Navigate to your Admin Settings from Dialpad.com
2. Select Integrations
3. Select Options beside Salesforce
4. Select Manage Settings
5. Check the box beside Missed Call Lead Creation

When there is a missed call from an unknown number, a Salesforce Lead will automatically be created with the following parameters:

• Last Name: Phone Number
• Company: Unanswered 

Log an Activity 

No need to toggle between Dialpad and Salesforce. Click on Log Activity to enter a subject line and any notes.

You can log open activities as well as closed activities. Let's take a look at each option.