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Setting up the Salesforce Power Dialer

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Note: Please note that this feature is being released as part of an Early Access Program. To learn more, reach out to your sales rep or Customer Success Manager.

 

Salesforce Power Dialer is a widget that allows agents to automatically dial down a list of Salesforce records. This document explains how to configure your Salesforce account for the power dialer.



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1. Once the feature is enabled, log in to Salesforce and navigate to Talkdesk Admin [1]  > Settings [2].

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2. Scroll down and activate the “Enable Salesforce Dialer” option by right-toggling the “Enabled” button [3].

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3. Next, open Setup [4] and navigate to Objects and Fields > Object Manager [5]. For more comprehensive instructions, see Salesforce’s documentation for Classic and Lightning.

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4. Select an object for which you want to enable Salesforce Power Dialer. We’ll use Lead [6] as an example for these instructions.

Note: You can enable the power dialer for Accounts, Cases, Contacts, Leads, and Opportunities. However, it can’t be used on the “Recently Viewed” list view for these objects.

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5. Open Search Layouts for Salesforce Classic [7] and on the list view, click Edit [8].

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6. Select Dial Records [9] and click Add [10] to make it a “Selected Button”.

7. Click Save [11] once complete.

 

Salesforce Connector

The power dialer also needs to be aware of the agent’s login session into Salesforce Connector, otherwise known as Salesforce’s phone widget or phone CTI. Follow the instructions in the article Please login in Salesforce Connector to ensure this connection is correctly configured.

Once you’ve finished the account and agent level configurations, you can get started using Salesforce Power Dialer.

 

Note: The Power Dialer is currently compatible with Callbar Electron only.  

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