Basic Configuration for Salesforce DialForce (Admin Guide)

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- WhatsApp Business Calling
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- Native Salesforce CTI
- WhatsApp Business Calling
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Functional Docs

10

Smart Panel (Agent Workspace)
IVR Setup & Logs
Offline Routing Scenarios
Business Hours & Out-of-Hours Routing
Routing Methods in DialForce
Accessing Related Records During Calls
Sending SMS/MMS During a Call
Taking Notes & Call Dispositions
In-Call Controls (Mute, Hold, Transfer, Conference)
Creating a Batch Call List

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10

Setup
Basic Configuration

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Basic Configuration

Basic Configuration

Country & Number Configuration
Business Hours & Offline Routing
Object Preferences for Incoming Calls
Caller ID & Name Field Configuration
General Settings

DialForce

DialForce is the only 100% native CTI built for Salesforce. Trusted by Sales, Support, and RevOps teams to power secure, real-time conversations directly inside Salesforce.

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