Using Permission Sets for PowerDialer Users Utilizing Pre-Built Salesforce Permission Sets Gets Users on PowerDialer Quickly. Overview InsideSales makes it easy to implement new users on PowerDialer by providing pre-built permission sets that include all the Salesforce access your reps needs to get started (available on package versions 6.43.2 and...
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Setting Up Click-to-Call for Lightning Experience Quick guide on how to set up Click-to-Call in Lightning Overview The InsideSales.com Click-to-Call panel does have the functionality to work on the Salesforce Lightning Experience. Below are the steps that you will need to take within Salesforce to bring this function to your...
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Network Configuration The specific Network settings, IP ranges, and sites you need to whitelist in order for the PowerDialer package to run smoothly Overview In order to have PowerDialer for Salesforce (PDSF) work as intended, you may need to whitelist our IP range or domain name in your firewall, proxy...
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Additional Salesforce Requirements and Setup Configuring Salesforce to launch the PowerDialer Sidebar, enable Call Center, optimize page layouts and more for your Call Team Overview After you install and authorize PowerDialer for your Salesforce organization, there are a few other changes you can make to make use of all the...
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PowerDialer Installation Guide How to install the PowerDialer for Salesforce in a Production or Sandbox org. Getting Started Installing PowerDialer into Salesforce is simple. You will need to find the correct package and just install it in your org. However, there are separate instructions for a Sandbox environment compared to...
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Adding Additional Inbound or Outbound Fields Are there additional Salesforce fields I can add to track PowerDialer call activity? Track PowerDialer Activities with Custom Salesforce Fields To use any of the optional fields you'll need to create a custom activity field to match them in Salesforce. If you have a...
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