Dialpad for Salesforce Lightning
    • 10 Jul 2024
    • 1 Minute to read
    • Dark
    • PDF

    Dialpad for Salesforce Lightning

    • Dark
    • PDF

    Article summary

    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 Lightning platform. 

    Who can use this feature
    Dialpad's integration with Salesforce Lightning is available to Ai Sales, Ai Contact Center and Dialpad Ai Voice users.

    Install Lightning

    To install Salesforce Lightning for all users:

    1. Select Dialpad for Salesforce from the AppExchange
      • Make sure you're using the most recent package — we're onV1.770
    2. Click on Install for All Users then Install

    Enable Open CTI for your app

    Before you can enable the integration, you'll need to select the Lightning app you want to enable with Dialpad.  

    Here's how:

    1. Navigate to the App Manager
    2. Select each Lighting app you want to enable with Dialpad
    3. Select Edit
    4. Select  Utility Items (Desktop Only)
    5. Select Add Utility Item 
    6. Search for Open CTI Softphone
    7. Rename the Open CTI Softphone as Dialpad
    8. Select Save and Done to complete

    Make sure that the app is assigned to the user profiles of the users you want to enable, then select Save.

    Enable Lightning

    Once the package has been installed, you can enable the Lightning integration for individual users. 

    From the Set Up menu:

    1. Select Set Up Home
    2. Navigate to Administration 
    3. Select Users 
    4. Check the individual users you need to enable, then select Edit
    5. Navigate to Call Center, then select the magnifying glass
    6. Select Dialpad Lightning
    7. Select Save to save your changes and finalize enablement

    Uninstall Lightning

    To uninstall the Salesforce Lightning integration:

    1. Navigate to Apps
    2. Select Installed Packages
    3. Next to Dialpad for Salesforce, select Uninstall
    4. On the uninstall screen, select Do Not Save a Copy...
    5. Select Uninstall

    Switch Salesforce instances

    Easily switch between your company's multiple Salesforce instances. 

    To switch a Salesforce instance,  open a conversation in the Dialpad app. 

    1. Select the contact name, or click the person icon on the Skinny Bar
    2. Select the Salesforce widget
    3. Select options (that's the three vertical dots)
    4. Select Disconnect

    Once disconnected, follow the same steps, then select Connect and follow the prompts. 

    Was this article helpful?