Admin GuidePowerDialerPowerDialer + Salesforce: Setup Guide

PowerDialer Installation Guide

By September 11, 2019No Comments

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 a Production environment. Therefore, you will see two different sections in this article. One for sandbox and one for production.

Note: Your Salesforce edition must be Professional, Enterprise, Unlimited, or Performance.

Installing PowerDialer in Production

To Install PowerDialer in Your Production Salesforce Environment

  1. Search Salesforce’s App Exchange Site for Insidesales or PowerDialer
  2. Click the green Get It Now button
  3. Click Log in to the AppExchange
  4. Select the appropriate environment, Production or Sandbox
  5. Enter your Salesforce.com credentials
  6. Click Log in to Salesforce
  7. Select the appropriate Installation Permissions
  8. Click Install
  9. Click the Yes, grant access to these third-party web sites checkbox
  10. Click Continue
  11. In 2-5 minutes, you will be receive a notification that the package successfully installed
    (This may appear in the email inbox associated with your Salesforce account)
Note on Installation Permissions:

It is recommended to Install for All Users, but you should select the installation permission that’s right for your organizational structure. Installing for All Users does NOT enable InsideSales.com application for all users in your Salesforce organization. Rather, it enables all new app-specific profile permissions added by InsideSales.com so that the application will function properly. This will make it much easier to add users from various profiles to the InsideSales.com application in the future.

Tip: You can verify that the PowerDialer package has been installed in your Salesforce environment by going to Setup > Build > Installed Packages.

Package Updates

Package updates can be considered maintenance updates. They can install over the top of the managed package already installed.

The following video URL will also give a quick tutorial on how to update your PowerDialer package in production:

Installing PowerDialer for Sandbox

This guide assumes that the Sandbox instance in question has been created from a production instance with the InsideSales.com PowerDialer tools previously installed and configured.

1 – Clear the following values from the InsideSales user fields for all users. It is often helpful to accomplish this through mass user updates or by using automated tools each time the Sandbox is refreshed.

  • InsideSales Username
  • InsideSales Subdomain
  • InsideSales Password
  • InsideSales Authorization Token
  • InsideSales Permissions

(Optional) If you are testing a newer version of the PowerDialer, you may now update the PowerDialer package from the AppExchange, or from the specific package link provided by InsideSales.com. It may take some time for this step to complete.

2 – You will now need to authorize the PowerDialer with an administrative ‘access user’. You will probably want to use the same account that you currently use in production. Follow this path and press the Authorize button: InsideSales Tab > Authorize the PowerDialer.

A new instance will be created on the InsideSales.com database servers.

STOP! – DO NOT CLICK THE CONTINUE BUTTON. YOU MUST NOW CONTACT INSIDESALES.COM SUPPORT TO CONFIGURE YOUR INSTANCE AS A SANDBOX ENVIRONMENT. FAILURE TO COMPLETE THIS STEP AS OUTLINED WILL DELAY THE CONFIGURATION PROCESS BY 24 BUSINESS HOURS. 

3 – Once the changes have been made by the support representative, you may now click the continue button. This step in the process will now map your Salesforce configuration to the newly created instance. This may take up to five minutes to complete.

4 – Once the mapping is complete, you may click the link at the bottom to close the page.

5 – Click the Finish button back on the InsideSales tab to complete the authorization process

Note: You may have to complete this authorization process up to three (3) times. You may even see a misleading message that indicates that user mapping has been completed and you must now re-authorize the PowerDialer.

InsideSales.com will need to reset the ImpressionID (the unique call identifier) for your new Sandbox database based on the current value in your production database. One of our Tier III support agents can complete this request. If this step is not completed, call tasks will not be inserted into Salesforce properly, and old data may be overwritten.

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