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

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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

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  • 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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What's Next?