Talkdesk for Salesforce
Learn how to bring Talkdesk and Salesforce systems together to boost efficiency, streamline operations, and provide customers with highly personalized engagements.
Available Articles
- ★ Talkdesk for Salesforce FAQ - New Customers
- Managing Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel
- Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel
- Viewing Digital Channel Engagement interactions in Talkdesk Activities
- Talkdesk Activities with New Data Model in Talkdesk for Salesforce
- Using Relate To in Talkdesk for Salesforce (Conversations)
- Showing Transcriptions in Talkdesk Activity
- Installing Talkdesk for Salesforce
- Setting up Salesforce High Velocity Sales (HVS)
- Using Salesforce High Velocity Sales (HVS)
- Enabling the Salesforce Dynamic Outbound Caller Id
- Enabling the Salesforce Mobile Click to Call
- Enabling SMS for Lightning Flows
- Granting Login Access in Salesforce
- Enabling and Configuring Salesforce Relate To
- Using Salesforce "Relate To"
- Talkdesk for Salesforce Admin Permission Sets
- Adding Callbar to Salesforce Lightning apps
- Callbar Chrome App for Salesforce
- Talkdesk for Salesforce Automations
- Displaying the Tenant Custom Contact Field in Callbar
- Salesforce SMS Component
- Salesforce Lightning Flows from Automations
- Salesforce Smart SMS (Early Access)
- Reporting with Talkdesk for Salesforce
- Auto Pop Salesforce Cases
- Logging Calls with the Salesforce CTI
- What counts towards my Talkdesk for Salesforce API limit?
- Does Talkdesk synchronize Salesforce accounts?
- Relating a call in Callbar App to a Case or Opportunity in Salesforce