Integrate Dialpad for Salesforce Classic

Install Classic

Salesforce Classic is currently available on Pro and Enterprise accounts.

To package install Salesforce Classic for all users:

1. Select Dialpad for Salesforce from the AppExchange
2. Click on Install for All Users then Install

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

Uninstall Classic

To uninstall the Salesforce Classic integration:

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

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

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

What's Next?