Quickstart

Get WorkDial running inside your Salesforce org and place a native call in a few minutes. Everything you set up here writes to objects you already own.

You need admin access to a Salesforce org and a Twilio account. WorkDial uses your own Twilio, so there is no telephony reseller in the middle.

Install the package

Install WorkDial from the AppExchange into your sandbox or production org. The package adds the native objects (Call__c, Recording__c, Transcript__c, and Sentiment__c) along with the dialer component.

  • Open the WorkDial listing and choose Get it now.
  • Install for the profiles that will place calls.
  • Assign the WorkDial User permission set.

Connect your Twilio

In WorkDial Setup, paste your Twilio Account SID and Auth Token. WorkDial uses them to place and receive calls on your numbers. Nothing is stored outside your org except the call transport itself.

Place your first call

Open any contact or lead and click the dialer. When the call connects, a Call__c record is created and linked to that record automatically.

What gets written

When the call ends, WorkDial writes the results as native objects, queryable immediately by your reports and flows:

  • Call__c: the call record, linked to the related record.
  • Recording__c: the recording, in your storage.
  • Transcript__c: a speaker-separated transcript.
  • Sentiment__c: a sentiment score on the call.

Next steps

From here, wire call data into the tools you already run: trigger a Flow on sentiment, add call fields to a list view, or query everything with SOQL.