We have Lightning on Sandbox—does this integration work with that?
Can I use this integration with a custom app?
Third-party and custom apps are not supported for Dialpad for Salesforce Lightning. However, depending on the application, it may still be possible to use the Dialpad app on the utility toolbar using our setup steps.
Unfortunately, our support team can't help troubleshoot third-party or custom applications.
Our organization has a mix of users on Salesforce Classic and Lightning. Is it possible to enable both integrations?
Yes, your organization can install both Dialpad for Salesforce Lighting and Dialpad Salesforce Classic integrations. However, users can only be enabled for one integration at a time, they can not use both at the user level.
Does this work with the Professional edition of Salesforce?
If no notes are added, does the call still log?
Yes. Even if your caller doesn't answer, a Task will still be created to capture your outbound call.
Right now, Chrome is the only supported browser.
Can I use a call recording system with this integration?
Dialpad actually offers the ability to record your calls at no extra charge. This feature is available for all plan types.
Does Dialpad offer call analytics within Salesforce?
Does this integration have voicemail capabilities?
Yes. Similarly to call recording, when you leave a voicemail you'll see it added as a .mp3 link in the Notes of your activity.
What can I log a call against?
Why can't I click to call numbers?
If click to call looks disabled make sure you have selected Connect Dialpad to salesforce.
Click on the Dialpad Phone icon at the bottom of your screen. If you don't see the phone icon check out this article for more information.