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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.
Required Editions
| Available in: Lightning Experience |
Available with Sales Cloud and Service Cloud in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions Sales Dialer is available for an additional cost as an add-on license. |
| User Permissions Needed | |
|---|---|
| To enable Dialer features: | Customize Application |
| To view a sandbox: | View Setup and Configuration |
| To create, refresh, activate, and delete a Full sandbox: | Manage Sandboxes |
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.
If you have an org with Dialer enabled, you can test some Dialer features in a sandbox environment. You can place fake outbound calls in sandbox. Inbound calls are not supported.
- Create a full sandbox of your Dialer org.
- Log in to your sandbox.
- From Setup, enter Dialer Settings in the Quick Find box, then select Dialer Settings.
- Toggle the Dialer setting off, then back on again.
-
Finish setting up Dialer in
your sandbox org.
If you haven’t finished setting up Dialer, this includes adding Dialer to the utility bar, creating a Dialer permission set, and assigning the permission set to users.
Note When selecting phone numbers in sandbox, each user can choose from the same list of dummy numbers. An error may occur if multiple users are assigned to the same phone number.
