Install from the AppExchange

Install the WorkDial managed package into a sandbox or production Salesforce org, then assign the permission set to the profiles that place calls.

WorkDial installs as a managed package on Salesforce Sales Cloud, Service Cloud, or both, on editions above Essentials.

Choose a target org

Install into a sandbox first if you want to validate the data model before production. The package is identical in both.

Install the package

• Open the WorkDial AppExchange listing and choose Get it now.
• Choose Install for specific profiles and select the profiles that will place calls.
• Approve the third-party access for the telephony transport when prompted.

Assign the permission set

Assign the WorkDial User permission set to each calling user. Because WorkDial is native, this is a standard Salesforce permission set. There is no second permission model to maintain.

Confirm the objects

After install, confirm the native objects exist in Setup: Call__c, Recording__c, Transcript__c, and Sentiment__c. These are where every call writes its data.