Salesforce Docs Portal

Sales Dialer Best Practices

For the best calling experience, use a hardwired connection to your network with adequate bandwidth, use a wired headset, and set up the proper environment on your machine.

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.
Example
Example
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.

Use a Good Connection

A wireless connection can work, but a hardwired connection is strongly recommended.

Having a dedicated network for your Dialer calls is best. We recommend having at least 10 kbps per Dialer session available, but having 500 kbps+ per Dialer session is optimal. Limiting the number of applications you have running (especially screen-sharing applications) and your open browser tabs also improves performance.

Note
Note Using a network that masks your location may cause charges to be different from those displayed for your location.

Also make sure you’re using the most up-to-date Chrome, Firefox, or Edge browser.

Make Calls with a Quality Headset

A wired USB headset works best. Wireless or mobile phone earbuds will work, but you may experience issues with call quality.

See Also