Salesforce calling
Click-to-call, call logging and dialing from Salesforce lists, reports and campaigns.
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Articles in this topic
Salesforce calling
Salesforce call recording: where to keep the audio, and what to log
Storing call recordings in Salesforce fills the 10 GB file storage fast. Put the audio link, outcome, and summary on the Task instead. Worked example inside.
5 min read
Salesforce calling
Salesforce Open CTI retirement: a plan for sales teams before 2028
Salesforce retires Open CTI on 28 Feb 2028. What stops working, which sales calling set-ups it affects, and a checklist and vendor questions to plan the move.
5 min read
Salesforce calling
Call outcomes in Salesforce: fields and dispositions that work
A Salesforce call disposition lives in the Task's Call Result field. A short outcome list, how to map it to Task fields, and the reports managers use.
6 min read
Salesforce calling
How to call down a Salesforce report or list view
To dial from a Salesforce report, build a tabular report with record IDs, keep it inside Salesforce's row limits, and write every outcome back as a Task.
5 min read
Salesforce calling
How to log calls in Salesforce automatically
Salesforce stores every call as a Task. How Log a Call works, how a softphone or dialer logs calls for you, which call fields to fill, and how to report.
7 min read
Salesforce calling
How to set up click-to-call in Salesforce
Salesforce click to call needs a phone in Salesforce, the right permissions, and a call button on records. The options, set-up steps and retirement dates.
6 min read
DialSavvy
Read it here. See it on your own list.
AI voice agents (early access), a power, local presence and parallel dialer, and checks before every call rings. Early access is by invitation: we set up your workspace, numbers and caller ID with you.
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