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      Dialpad for Salesforce Classic
      • 01 Apr 2024
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      Dialpad for Salesforce Classic

      • Updated on 01 Apr 2024
      • 1 Minute to read
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      Article Summary

      Dialpad for Salesforce allows companies to connect sales and service calls within Salesforce, enhancing customer experiences and agent productivity. This integration process is explained for Salesforce Users on the Classic Salesforce platform. To install Salesforce Classic, users need to select Dialpad for Salesforce from the package options and click on "Install for All Users." Once installed, users can enable the Classic integration for individual users or the entire team by selecting Dialpad in the navigation menu and checking the desired users. To uninstall the Classic integration, users should navigate to App Set Up, Installed Packages, and select "Uninstall" next to Dialpad for Salesforce. Frequently asked questions about Dialpad for Salesforce Classic can be found on their website.

      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 using Dialpad's robust features. 

      Let's take a look at the integration process for Salesforce Users on the Classic Salesforce platform. 

      Who can use this feature
      The Salesforce Classic integration is currently available to Dialpad Ai Voice, Ai Sales, and Contact Center customers on  Pro and Enterprise plans.

      Install Classic

      To install Salesforce Classic for all users:

      1. Select Dialpad for Salesforce from the AppExchange
        • Make sure you're using the most recent package — we're onV1.760
      2. Click on Install for All Users then Install

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      Enable Classic

      Once the package has installed, you'll have the option to enable the Classic integration for individual users or your entire team. Here's how:

      1. Click on the + icon on your top navigation menu
      2. Select Dialpad on the displayed list
      3. Under Manage Users, check individual users from the list
      4. Click Add Users to finalize

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      Uninstall Classic

      To uninstall the Salesforce Classic integration:

      • Click on your name>Set Up
      • Navigate to App Set Up>Installed Packages

      app_set_up.png

      • Next to Dialpad for Salesforce, click Uninstall
      • On the Uninstall screen, select Do Not Save a Copy...
      • Click Uninstall

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      • Navigate to Uninstalled Packages and click Delete next to Dialpad for Salesforce

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      Visit this Help Center article to find answers for frequently asked questions regarding Dialpad for Salesforce Classic.

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