Installation & Setup for Salesforce DialForce (Step-by-Step)

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- Native Salesforce CTI
- WhatsApp Business Calling
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Product
- Native Salesforce CTI
- WhatsApp Business Calling
Pricing
Help Articles
Blog
Contact

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Product
- Native Salesforce CTI
- WhatsApp Business Calling
Pricing
Help Articles
Blog
Contact

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

Get Started

10

Setup
Basic Configuration

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Setup

Setup

1. Package Installation
2. Twilio Signup, Account Upgrade, and Number Acquisition
3. Connect Twilio and Dialforce in Salesforce
4. Users Assignment at Call Centre
5. Add the Dialer to the App Menu (Utility Window)

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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DialForce

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