Install Dialpad Powerdialer with Salesforce

Automate outbound calls in Salesforce with Dialpad’s Powerdialer, enabling managers to assign dial lists and agents to connect faster.

Let’s dive into the details.

Who can use this

Dialpad’s Powerdialer with Salesforce is available to users with a Dialpad Sell, Dialpad Connect and Dialpad Support license.

 

Dialpad Admins with Salesforce Administrator access must set up this integration.

To use the integration, agents must be assigned to at least one Contact Center and download the Dialpad app in Salesforce Lightning.

Download Dialpad Powerdialer

Download the latest Dialpad for Salesforce package from the Salesforce AppExchange.

Note

If you are using a URL to install the package inside your Salesforce Sandbox, replace “login.salesforce.com” with “test.salesforce.com” in the URL.

Enable the Powerdialer

The Powerdialer must be enabled by your Company Admin.

To enable the Powerdialer, go to your Dialpad Admin Portal.

1. Select Company Settings > Select Integrations

2. Select Options > Select Manage Settings
   

3. Navigate to Powerdialer

4. Select Connect
   

5. Drag and drop the Salesforce fields into your preferred order

   • Autodial will dial the first number where a value is returned.

   

Note

If your company has only one office, you must perform the configuration steps in your Office Integration Settings (not in the Company Settings).