Test Dialer Features in Sandbox

Test Dialer in a sandbox environment by re-enabling the feature in a Full sandbox org. Calls placed in a sandbox are test calls, and phone numbers aren’t actually dialed.

Required Editions

Available in: Lightning Experience

Available with Sales Cloud and Service Cloud in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions

Sales Dialer is available for an additional cost as an add-on license.

User Permissions Needed
To enable Dialer features: Customize Application
To view a sandbox: View Setup and Configuration
To create, refresh, activate, and delete a Full sandbox: Manage Sandboxes
Important
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.

If you have an org with Dialer enabled, you can test some Dialer features in a sandbox environment. You can place fake outbound calls in sandbox. Inbound calls are not supported.

  1. Create a full sandbox of your Dialer org.
  2. Log in to your sandbox.
  3. From Setup, enter Dialer Settings in the Quick Find box, then select Dialer Settings.
  4. Toggle the Dialer setting off, then back on again.
  5. Finish setting up Dialer in your sandbox org.
    If you haven’t finished setting up Dialer, this includes adding Dialer to the utility bar, creating a Dialer permission set, and assigning the permission set to users.
    Note
    Note When selecting phone numbers in sandbox, each user can choose from the same list of dummy numbers. An error may occur if multiple users are assigned to the same phone number.