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

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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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Setup

Setup

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

WorkDial

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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