This article provides step-by-step instructions for connecting DialLink and Salesforce.
Before you begin, make sure you meet all prerequisites.
Step 1: Install the DialLink Salesforce package
Install the DialLink package in your Salesforce organization. This package enables data exchange between DialLink and Salesforce.
You can find the installation link in DialLink:
Go to the Settings
Desktop:
Mobile:
2. Open the Integrations
Desktop:
Mobile:
3. Select Salesforce
Desktop:
Mobile:
4. Enter the specific Salesforce domain you want to connect to (optional)
5. Click on the Open install link
Desktop:
Mobile:
6. Log in to your Salesforce account with admin credentials
7. In the installation window, select Install for all users.
8. Accept the confirmation message about installing a third-party app.
9. Click Install and wait for the process to complete.
You will be redirected to the Installed Packages page in Salesforce, where the DialLink package will appear.
Step 2: Connect DialLink to Salesforce
After installing the package, connect your Salesforce account to DialLink:
Return to the DialLink system
Select the “Already installed the package” checkbox
Desktop:
3. Click Connect
Desktop:
4. Click Allows to grant access to Salesforce
Once connected, the integration status will change to Active.