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Your 14-day Professional trial of WorkDial, the Salesforce-native CTI platform, is ready, full AI on. Five steps from here to your first native call. No card, no markup on telephony.
Confused setting up?
Get setup helpOpen your Salesforce org as an administrator and install the managed package. Choose production or sandbox, then pick who gets access: Admins Only, All Users, or Specific Profiles. Deploy takes about 10 to 15 minutes. When it finishes, search WorkDial in the App Launcher to confirm it is in your org.
Prefer the listing? View WorkDial on the AppExchange.
Open the WorkDial Setup page and connect your own Twilio account. Telephony runs on your Twilio at carrier cost, no markup from us. Your recordings go where you choose: your own Twilio, your own cloud storage, or native Salesforce Files. WorkDial keeps no copy of its own.
Assign the WorkDial permission set to the people who will be calling. It grants the dialer and the native call objects (Call__c, Transcript__c) inside Salesforce.
In the Lightning App Builder, put the WorkDial dialer where reps work. Add it to the utility bar of the apps they use so it opens from any page, and add the Quick Dialer component to your Lead, Contact, and Case record pages. Save and activate, and the dialer rides on every record the team opens.
Open the WorkDial dialer from any record, search a contact, and place your first call. It writes to Salesforce as a native call record in real time. Most teams are calling the same day.
Book a 15-minute setup call and we will complete the setup with you, on your own org. No charge.
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ValueText Built by the team behind ValueText, the Salesforce-native messaging platform, rated 4.97 stars across 116 AppExchange reviews.
