How Do I Manage Dialer Usage?

Important Sales Dialer is scheduled for retirement. No new features or enhancements are being added to Sales Dialer. Information regarding formal end-of-life for features is posted on Salesforce Active Product & Feature Retirements.

To use telephony features directly in Salesforce, we recommend that you modernize your experience by moving to Salesforce Voice. Salesforce Voice offers many of the telephony features that you love and more. See Get to Know Salesforce Voice.

From Setup, enter Usage Report in the Quick Find box, then select Usage Report.

The page displays your org’s total minutes used this month and last month. You can view usage by date, and also sort the usage data.

Salesforce admins receive an email when their org is approaching the end of their available Lightning Dialer minutes for the current month. Another email is sent when there are no available minutes and reps are unable to make calls.

• Guard Outgoing Calls Against Filters
  Help your teams reach their customers with a few tips, including protocols that validate outbound calls from your teams.
• Release a Dialer Number
  Release a number from the Number Management page in Setup.
• Remove Dialer Licenses from Users
  Make Dialer licenses available for others by removing the permission sets and the permission set licenses from existing users.
• Test Dialer Features in Sandbox
  Test Dialer in a sandbox environment by re-enabling the feature in a Full sandbox org. Calls placed in a sandbox are test calls, and phone numbers aren’t actually dialed.
• Sales Dialer Troubleshooting Tips
  Make sure your environment is set up to use Dialer, and you have the most recent version of Chrome, Firefox, or Edge.