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            Set Up Sales Dialer for Sales Engagement

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            Set Up Sales Dialer for Sales Engagement

            If you’re using Sales Dialer for the first time, enable Sales Dialer in Setup. Make sure that you add the Phone item to the utility bar for the Sales Engagement app.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To set up Sales Engagement: Customize Application AND Modify All Data

            See Enable Sales Dialer and Add Dialer to the Utility Bar.

             
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            Salesforce Help | Article