Talkdesk for Salesforce – Knowledge Base

Talkdesk for Salesforce
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Learn how to bring Talkdesk and Salesforce systems together to boost efficiency, streamline operations, and provide customers with highly personalized engagements.

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★ Talkdesk for Salesforce FAQ - New Customers

Last Updated: November 15, 2022 11:45

November 15, 2022 11:45

Managing Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel

Last Updated: October 26, 2022 15:15

October 26, 2022 15:15

Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel

Last Updated: October 26, 2022 15:32

October 26, 2022 15:32

Viewing Digital Channel Engagement interactions in Talkdesk Activities

Last Updated: October 26, 2022 16:39

October 26, 2022 16:39

Talkdesk Activities with New Data Model in Talkdesk for Salesforce

Last Updated: October 26, 2022 16:46

October 26, 2022 16:46

Using Relate To in Talkdesk for Salesforce (Conversations)

Last Updated: October 31, 2022 19:00

October 31, 2022 19:00

Showing Transcriptions in Talkdesk Activity

Last Updated: November 04, 2022 12:05

November 04, 2022 12:05

Installing Talkdesk for Salesforce

Last Updated: November 17, 2022 11:32

November 17, 2022 11:32

Setting up Salesforce High Velocity Sales (HVS)

Last Updated: November 17, 2022 17:03

November 17, 2022 17:03

Using Salesforce High Velocity Sales (HVS)

Last Updated: November 24, 2022 13:17

November 24, 2022 13:17

Enabling the Salesforce Dynamic Outbound Caller Id

Last Updated: November 24, 2022 15:22

November 24, 2022 15:22

Enabling the Salesforce Mobile Click to Call

Last Updated: November 29, 2022 15:27

November 29, 2022 15:27

Enabling SMS for Lightning Flows

Last Updated: December 01, 2022 14:15

December 01, 2022 14:15

Granting Login Access in Salesforce

Last Updated: December 05, 2022 16:43

December 05, 2022 16:43

Enabling and Configuring Salesforce Relate To

Last Updated: January 04, 2023 16:13

January 04, 2023 16:13

Using Salesforce "Relate To"

Last Updated: December 06, 2022 12:52

December 06, 2022 12:52

Talkdesk for Salesforce Admin Permission Sets

Last Updated: December 06, 2022 15:55

December 06, 2022 15:55

Adding Callbar to Salesforce Lightning apps

Last Updated: December 06, 2022 16:06

December 06, 2022 16:06

Callbar Chrome App for Salesforce

Last Updated: December 20, 2022 16:39

December 20, 2022 16:39

Talkdesk for Salesforce Automations

Last Updated: December 07, 2022 17:18

December 07, 2022 17:18

Displaying the Tenant Custom Contact Field in Callbar

Last Updated: January 04, 2023 15:18

January 04, 2023 15:18

Salesforce SMS Component

Last Updated: December 07, 2022 17:51

December 07, 2022 17:51

Salesforce Lightning Flows from Automations

Last Updated: December 07, 2022 17:57

December 07, 2022 17:57

Salesforce Smart SMS (Early Access)

Last Updated: December 12, 2022 13:11

December 12, 2022 13:11

Reporting with Talkdesk for Salesforce

Last Updated: December 12, 2022 13:22

December 12, 2022 13:22

Auto Pop Salesforce Cases

Last Updated: December 20, 2022 17:29

December 20, 2022 17:29

Logging Calls with the Salesforce CTI

Last Updated: December 12, 2022 13:30

December 12, 2022 13:30

What counts towards my Talkdesk for Salesforce API limit?

Last Updated: December 12, 2022 13:34

December 12, 2022 13:34

Does Talkdesk synchronize Salesforce accounts?

Last Updated: December 12, 2022 13:40

December 12, 2022 13:40

Relating a call in Callbar App to a Case or Opportunity in Salesforce

Last Updated: December 12, 2022 13:45

December 12, 2022 13:45

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Talkdesk for Salesforce
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Talkdesk for Salesforce
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