Get Started with Salesforce DialForce (Installation & Setup Guide)

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Functional Docs

14

Conference & Call Transfer
WorkDial Dashboard – Complete User Guide
Mobile Call Feature – Simple & Detailed Explanation
Smart Panel (Agent Workspace)
In-Call Controls (Mute, Hold, Transfer, Conference)
Taking Notes & Call Dispositions
Sending SMS/MMS During a Call
Accessing Related Records During Calls
Routing Methods in WorkDial
Business Hours & Out-of-Hours Routing
Offline Routing Scenarios
IVR Setup & Logs
Creating a Batch Call List
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Get Started

17

Subscription Purchase and Management Guide (Step-by-Step)
Setup
Basic Configuration

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Subscription Purchase and Management Guide (Step-by-Step)
Setup
Basic Configuration

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WorkDial 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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