After connecting Salesforce to DialLink, you can adjust integration settings by choosing which DialLink users have their data synced between the two systems.
For each DialLink user, you can:
Select the Salesforce contact owner whose contacts you want to sync to DialLink.
Select a Salesforce user whose activity timeline will receive synced activity from DialLink.
Specify which activity types (calls, texts, or action items) are synced from DialLink to Salesforce.
To learn more about what data can be synced, refer to the relevant article.
How to select a DialLink user to sync data for
To select the DialLink user or users you want to sync with Salesforce:
Go to Settings
Navigate to Phone System Settings.
Open Integrations.
Select Salesforce.
Scroll down to Users to Sync.
Click + Add User.
Select a user from the list.
How to enable and configure Salesforce contact sync
To enable contact sync for a DialLink user and select the Salesforce user whose contacts you want to sync to DialLink:
Go to Settings.
Navigate to Phone System Settings.
Open Integrations.
Select Salesforce.
Scroll down to Users to Sync.
Open the DialLink user.
In the Contact Sync section, turn the toggle next to Enable Contact Sync to on.
In the Owner section, click + Add Owner.
Select a Salesforce user from the list.
In the Sync Direction field, choose whether contact sync should be bi-directional between DialLink and Salesforce, or one-directional from Salesforce to DialLink only.
How to configure call and message activity sync from DialLink to Salesforce
To select the Salesforce user whose activity timeline will receive synced activity from DialLink, and to specify which activity types are synced:
Go to Settings.
Navigate to Phone System Settings.
Open Integrations.
Select Salesforce.
Scroll down to Users to Sync.
Open the DialLink user.
Scroll down to Activity.
In the Salesforce User section, click + Add User.
Select a Salesforce user from the list.
Turn the toggles next to the activity types you want to sync (calls, SMS, action items) to on.
How to configure sync to Salesforce leads or contacts
You can choose whether DialLink activity syncs to Salesforce leads, contacts, or both. To do this:
Go to Settings.
Navigate to Phone System Settings.
Open Integrations.
Select Salesforce.
Scroll down to Users to Sync.
Open the DialLink user.
Scroll down to Activity Sync Target (Destination).
Turn the toggles next to Leads and Contacts to on, depending on where you want activity synced.
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
Disconnecting removes the sync between DialLink and Salesforce. Existing synced data in Salesforce is not deleted, but no new activity or contact updates will sync between the two systems until you reconnect.