Use Salesforce for Dialpad

Connect Salesforce to Dialpad

Similar to our G Suite, Office 365, and LinkedIn integrations, Salesforce can be integrated within Dialpad. A few things to note:

  • You must have either Enterprise or Unlimited editions of Salesforce
  • You must enable API access
  • Your Salesforce Admin must enable the Dialpad for Salesforce integration

Looking for our other Salesforce integrations? Learn more about Classic and Lightning

To connect Salesforce:

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

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Just like our LinkedIn integration, once you’ve authenticated this connection you should see a Salesforce match populate on your contact’s sidebar whenever you have a match.

In the case where multiple matches appear:

  1. Click on the # of matches
  2. Select the right contact from the populated list
  3. This contact will now sync with your contact in Dialpad

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Once you connect, your Salesforce panel will display the following:

  • Salesforce Record Info
  • View Contact (in Salesforce)
  • Log Activity
  • Open Activities
  • Activity History

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Salesforce Record

This section displays:

  • Title & Company associated with the Record
  • Record Owner
  • Opportunity Stage (if applicable)

Dialpad Tip: Did you know that you can access the Salesforce integration from your Android or iOS device?

Log an Activity 

No need to toggle between Dialpad and Salesforce. Click on Log Activity to enter a subject line and any notes. Let’s take a closer look at logging an open activity vs logging a completed activity.

Looking to log an activity on your iOS or Android device?

Log an Open Activity

You can log an open activity one of two ways:

  1. Navigate to your contact
  2. Click Log Activity before you place a call

OR

  1. Navigate to your contact
  2. Place a call to your contact
  3. Click Log Activity after your call has ended

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Log a Completed Activity

To log a completed activity:

  • Navigate to your contact
  • Place a call to your contact
  • On your active call, click Log Activity
  • After you’re done logging the activity, click Save 

Dialpad Tip: Until you navigate to another contact, you can still enter subject/notes and we’ll associate it with the right call info.

Log a Call

As long as you’ve matched the right contact in Dialpad to Salesforce, all active inbound and outbound calls will automatically log in Salesforce as completed activities.

The activity will be listed with the default title Dialpad Call and basic call info (call duration, call type). We do not currently log against Type

Dialpad Tip: Record a call in Dialpad and we'll automatically log it back to the associated record in Salesforce (excludes auto record calls on Departments/Main Line/Call Queues). 

Activity History

Under Activity History, completed tasks will include:

  • Assigned To: Dialpad user who received/placed the call
  • Subject: Dialpad Call, inbound/outbound, and call duration
  • Call Type: Records call direction
  • Call Duration: Records call duration (in seconds)
  • Start Date/Due Date: Date the call was received/made

We do not currently log against Type

Have more questions about Salesforce for Dialpad? Check out our FAQ.