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
Open the Integrations
Select Salesforce
Enter the specific Salesforce domain you want to connect to (optional)
Click on the Open install link
Log in to your Salesforce account with admin credentials
In the installation window, select Install for all users.
Accept the confirmation message about installing a third-party app.
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
Click Connect
Click Allows to grant access to Salesforce
Once connected, the integration status will change to Active.