Dialpad and Salesforce 101
    • 13 May 2024
    • 2 Minutes to read
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    Dialpad and Salesforce 101

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    Article summary

    Dialpad for Salesforce is an integration that brings AI-powered workflows, native calling, and real-time customer intelligence to Salesforce. It offers multiple integration options, including click-to-call functionality, native integration for both Lightning and classic platforms, a power dialer for sales managers, and enhanced productivity features for sales and contact center users. The integration supports English and Japanese languages and is compatible with Hyperforce. Dialpad does not store Salesforce data but fetches real-time information using Salesforce APIs. To ensure efficient operation, it requires the latest version of the Salesforce package and an Enterprise or Unlimited edition of Salesforce with API access. Additionally, there is a mobile integration available for routing calls from the Salesforce mobile app to the Dialpad app.

    Dialpad for Salesforce brings Ai-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your teams can focus on driving more sales and improving customer satisfaction.

    Dialpad offers multiple Salesforce integration options, let's get into the details of what you need for each one. 

    Who can use this feature

    Dialpad's Salesforce integration requires a Pro or Enterprise Ai Voice license, or an Ai Contact Center or Ai Sales plan. 

    Dialpad for Salesforce is compatible with both Service and Sales Cloud.  

    Requirements

    You must be running the latest version of the Salesforce package to ensure our robust features run efficiently. 

    Find this information noted below, and on the Salesforce Appexchange.

    Version V1.760 - Released 04/01/2024

    Version  V1.760 - Released 04/01/2024

    Version  V1.760 - Released 04/01/2024

    Version  V1.760 - Released 04/01/2024

    Version   V1.760 - Released 04/01/2024

    Teams will also need an Enterprise or Unlimited edition of Salesforce and/or an edition that supports API access.

    Which Salesforce integration do I need?

    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.

    Let's go over each of our available integrations. 

    CTI and Chrome Click-to-Call 

    Allows you to click numbers and call them using Dialpad, via Chrome and Salesforce. 

    Salesforce Lightning 

    Dialpad's native integration for Salesforce users on the Lightning platform. 

    Salesforce Classic 

    Dialpad's native integration for Salesforce users on the classic Salesforce platform. 

    Powerdialer 

    Dialpad's Powerdialer inside Salesforce allows Sales Managers to set up dial lists containing Leads, Contacts, Opportunities, or Accounts and assign them to reps. Reps can dial through these lists automatically without bringing up each record individually.

    *Only available to Ai Sales Users. 

    High Velocity Sales 

    Dialpad’s integration with Salesforce High Velocity Sales improves reps’ productivity by allowing calls to be triggered from a cadence and by marking call tasks as complete after the call. 

    *Only available to Ai Contact Center and Ai Sales users. 

    Omnichannel

    A comprehensive CX solution allowing Admin to manage and sync Agent statuses, creating simplified prioritization within the Salesforce Omnichannel console. 

    *Only available to Ai Contact Center and Ai Sales users. 

    Salesforce1

    The mobile Salesforce solution, (available on Classic and Lightning), allows calls from your Salesforce mobile app to be routed to your Dialpad app. 

    *You need to install the Dialpad mobile app onto your device to use this integration. 

    Frequently asked questions

    What is the difference between Salesforce and Salesforce Lightning?

    Salesforce Lightning is a newer and more modern version of Salesforce. It has a simplified user experience, with more advanced features, and optimized pages for managing sales and service processes.

    Does Dialpad store Salesforce data?

    No, Dialpad does not store Salesforce activities. It only does a real-time fetch to display information using Salesforce APIs.

    What language does the Dialpad for Salesforce integration support?

    Dialpad's Salesforce integrations are available in English and Japanese.

     Is Dialpad for Salesforce compatible with Hyperforce? 

    Yes, from v1.758 onwards, Dialpad for Salesforce is compatible with Hyperforce. 

    As long as you're using the latest package version, there's no extra steps to activate Hyperforce support.




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