Set Up Sales Dialer

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.

To use Dialer in your org:

1. Dialer Prerequisites
   Plan out your implementation before enabling Dialer in your organization.
2. Dialer Limitations
   Be aware of the limitations that apply to Sales Dialer.
3. Enable Sales Dialer
   Turn on Dialer from the Dialer Settings page in Lightning Experience.
4. Add Dialer to the Utility Bar
   Use the App Manager to make Dialer available from the utility bar at the bottom of the page. The utility bar gives your sales reps quick access to commonly used tools.
5. Assign the Dialer Permission Set to Users
   Assign the Dialer licenses to users from Setup.
6. Enable Local Presence
   Show local numbers when calling customers with Sales Dialer. Enable the feature from the Local Presence page in Setup. Dialer users can then select Local Presence under their personal settings.
7. Enable Call Monitoring
   Use Call Monitoring to coach sales reps using Sales Dialer. Enable the feature from the Dialer Settings page in Setup, then create a permission set with the Access Dialer Monitoring permission and assign it to managers.
8. How Do I Manage Dialer Usage?
   See your org’s Dialer usage from Setup.