The Salesforce dialer where every call logs itself.
Click to call from any Salesforce record. When the call ends, the record fills itself: duration, outcome, disposition, notes, and the recording, written straight to Call__c with no manual step.Other dialers log a copy into Salesforce. WorkDial makes the call a Salesforce record.
Click-to-dial · power dialer · automatic logging · bring your own Twilio
workdial dialer · salesforce
Common question
What is a Salesforce dialer?
A Salesforce dialer lets reps place and receive calls from inside Salesforce and have each call logged on the record automatically. WorkDial is a Salesforce-native CTI platform with a built-in dialer: the call is written directly to Salesforce as Call__c, with the recording and outcome attached, rather than synced in from a separate phone system. Reps reclaim the post-call minutes they would have spent typing notes. The record fills itself.
ValueText
Built by the team behind ValueText, the Salesforce-native messaging platform,
rated 4.97 stars across 100+ AppExchange reviews.
01What a disconnected dialer costs you
Records that stay empty. A pipeline you cannot trust.
01
Manual logging nobody does. When logging is a separate step, it does not happen. Reps type notes in the dialer, not in Salesforce, and the record stays empty.
02
Post-call minutes lost to admin. Reps copy outcomes, paste notes, and update two systems after every call. Those minutes compound across every rep, every day.
03
Call data that arrives late. Outcomes live in the dialer and sync on a delay, if at all. By the time the record updates, the next follow-up has already moved on.
04
No real visibility. Managers cannot report on calling activity that lives outside Salesforce. Call volume, outcomes, and talk time never reach a Salesforce dashboard.
02How the dialer works
Click, call, the record fills itself.
Reps stop copying notes. When the call ends, WorkDial writes the
outcome, duration, disposition, and recording to the record with no
manual step. No logging queue, no post-call admin.
The record fills itself. When the call ends, WorkDial writes duration, outcome, disposition, notes, and the recording to Call__c with no manual step. See how automatic call logging writes every call.
step 04 · in-call controls
transfer to agent · conference
Voicemail drop, transfer, conference. Drop a prerecorded voicemail, transfer a live call, or add a third party, all from inside Salesforce.
What you can report on
Every call is activity you can report on in Salesforce.
Call volume, outcomes, and talk time land on native records, so they reach a Salesforce dashboard without a sync.
workdial dashboard · salesforce
03One system, zero sync
Other dialers log a copy into Salesforce. WorkDial makes the call a Salesforce record.
A Salesforce-native dialer makes the call a Salesforce record from the moment it ends. A bolt-on dialer only mirrors a copy of it, on a sync that can break.
16 · ONE RECORD
Salesforce org
Call recordCall__c
callnative
recordingnative
outcomenative
dialer copydrifts out of sync
one record · no synced copy
What that means for the record
When the call writes directly to Salesforce, there is one record, not a source record and a synced copy that can drift. Outcomes, recordings, and notes are queryable the instant the call ends. Salesforce sharing rules already govern them. WorkDial operates no external customer data store. This is the architectural question behind native versus integrated CTI.
04What it means for reps and managers
No manual logging. No post-call admin.
Reps reclaim the post-call minutes
When the call ends, WorkDial writes the outcome and notes to the record. Reps move to the next call. The logging happens without them.
One source of truth
The call is the Salesforce record, not a copy of it. No dialer database to reconcile against Salesforce, no export step, and no sync gap.
Reports and Flows run on the calls
Calls are Salesforce objects, so they report alongside pipeline and trigger Salesforce Flow directly. No connector to maintain.
Work a call list without leaving the opportunity, with every call and outcome written to the record. No logging step between calls.
Call__c
support
Support teams
Call from the case, and the outcome, recording, and notes write to the record automatically. The next agent sees the full history without chasing a separate system.
Recording__c
revops
RevOps and admins
No connector to maintain, no second data model to govern. Calling activity reports as standard Salesforce data alongside pipeline.
Salesforce reports
Questions
Salesforce dialer, answered
What is a Salesforce dialer?
A Salesforce dialer lets reps place and receive calls from inside Salesforce and have each call logged against the record automatically. WorkDial is a Salesforce-native CTI platform with a built-in dialer: the call is written directly to Salesforce as Call__c, with the recording as Recording__c, rather than synced in from an external phone system.
Does Salesforce have a built-in dialer?
Salesforce provides the Open CTI framework and some calling features in higher clouds, but not a full dialer with power dialing, recording, and AI analysis. WorkDial installs as a managed package and adds those capabilities, with every call written directly to Salesforce as Call__c.
What is the difference between a native and an integrated Salesforce dialer?
An integrated dialer keeps the call in a separate phone system and mirrors a copy into Salesforce through a connector. A Salesforce-native dialer writes the call directly to Salesforce as the source of truth. WorkDial is the native kind: no middleware, no sync to reconcile, no external customer data store.
Does WorkDial include a power dialer?
Yes. The power dialer works calls through a Salesforce list view or campaign in sequence, logging each call as Call__c with its outcome and disposition. Because the list is a Salesforce list view, the dialer always works the live, filtered set of records.
How does WorkDial log calls?
Automatically. When a call ends, WorkDial writes the call as Call__c with duration, outcome, disposition, notes, and the recording as Recording__c, on the record it was placed from. There is no manual logging step and no after-the-fact sync.
Can I click to dial from any record?
Yes. Click to call from leads, contacts, opportunities, and cases. The call connects through your own Twilio account and writes to that record as Call__c the moment it ends.
Which Salesforce editions does the dialer support?
WorkDial installs as a managed package on Salesforce Sales Cloud, Service Cloud, or both, on editions above Essentials. It inherits the org’s permissions and sharing model rather than adding a separate one.
What does telephony cost with the dialer?
Telephony is bring your own Twilio at no markup, so you pay carrier rates directly. The dialer is included from Core at 28 per user per month billed annually. WhatsApp voice runs through the same calling layer.
ValueText 
