Package installation

Install the WorkDial managed package in your Salesforce org with this guide, or book a setup call with our team. There is no charge for setup.

Step 1: Log in to Salesforce

  • Open your Salesforce org (production or sandbox).
  • Use an Administrator account. Only admins can install AppExchange packages.

Step 2: Choose where to install

Select the org where you want to install:

  • Production installation link provided.
  • Sandbox installation link provided.

You will be presented with three installation options:

  • Install for Admins Only
  • Install for All Users
  • Install for Specific Profiles

Select the option that best suits your needs and proceed with deployment.

Salesforce AppExchange install screen titled Install DialForce by DialForce Pvt Ltd, showing the three install options with Install for Admins Only selected, plus Install and Cancel buttons.

Step 3: Deploy and finish

  • Installation typically takes 10 to 15 minutes.
  • Once complete, click the Done button to finalize.

Salesforce install progress screen titled Upgrade DialForce by DialForce Pvt Ltd, with a notice that the app is taking a long time and an email will follow once complete, and a Done button.

Step 4: Verify the installation

  • Verify the installation by searching for WorkDial in the App Launcher.
  • The WorkDial Setup page should now be accessible.
  • This step ensures WorkDial is properly integrated into your Salesforce environment.