After connecting Salesforce to DialLink, you can adjust integration settings by choosing which data to sync between the two systems. You can also select which DialLink phone numbers are included in the synchronization.
To learn more about what data can be synced, refer to the relevant article.
How to adjust call logging settings
Call logging is enabled by default for all connected phone numbers. You cannot configure it per number, only at the account level.
To update this setting in DialLink:
Go to Settings
Open Integrations
Select Salesforce
Scroll to the Synchronization section
Turn the Log calls toggle on or off
How to adjust message logging settings
Message logging is enabled by default for all connected phone numbers. You cannot configure it per number, only at the account level.
To update this setting in DialLink:
Go to Settings
Open Integrations
Select Salesforce
Scroll to the Synchronization section
Turn the Log messages toggle on or off
How to add a phone number
You can choose which DialLink phone numbers are used to sync data with Salesforce.
To add a phone number for sync:
Go to Settings
Open Integrations
Select Salesforce
Scroll to the Phone numbers section
Enter a phone number you want to add
Click Add Phone Number
How to remove a phone number
You can remove a DialLink phone number from Salesforce synchronization at any time.
To remove a phone number from a sync:
Go to Settings
Open Integrations
Select Salesforce
Scroll to the Phone numbers section
Find the number you want to remove
Click Remove next to the number
How to disconnect the Salesforce integration
If you want to uninstall the Salesforce integration, you can do so:
Go to the Settings
Open Integrations
Select Salesforce
Click Disconnect