---
schema_version: "1"
id: f686923fdf4cc367187a0c11551101e9662d8e2fbf569d53953c465039b82000
title: Set Up Sales Dialer
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/voice_impl_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.voice_impl_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2781ad3d63d828d2ed0f98d6be40b8fe704f4cf5695b75f77e2c5ea94667c17a
description: Dialer allows users to access telephony features directly in Salesforce.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Sales Dialer

Dialer allows users to access telephony features directly in Salesforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
        <col>
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Available with Sales Cloud and Service Cloud in: <strong>Essentials</strong>,
              <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong>
              Editions
            </p>
            <p style="margin-bottom:0;">Sales Dialer is available for an additional cost as an add-on
              license.</p>
          </td>

        </tr>
      </tbody>
    </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=000381744&type=1&language=en_US).

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](https://help.salesforce.com/s/articleView?id=service.voice_getting_to_know.htm&language=en_US).

To use Dialer in your org:

1. **[Dialer Prerequisites](https://help.salesforce.com/s/articleView?id=sales.voice_impl_prereqs.htm&release=264.0.0&type=5)**  
    Plan out your implementation before enabling Dialer in your organization.
2. **[Dialer Limitations](https://help.salesforce.com/s/articleView?id=sales.dialer_limitations.htm&release=264.0.0&type=5)**  
    Be aware of the limitations that apply to Sales Dialer.
3. **[Enable Sales Dialer](https://help.salesforce.com/s/articleView?id=sales.voice_impl_enable.htm&release=264.0.0&type=5)**  
    Turn on Dialer from the Dialer Settings page in Lightning Experience.
4. **[Add Dialer to the Utility Bar](https://help.salesforce.com/s/articleView?id=sales.voice_impl_utility_bar.htm&release=264.0.0&type=5)**  
    Use the App Manager to make Dialer available from the utility bar at the bottom of the page. The utility bar gives your sales reps quick access to commonly used tools.
5. **[Assign the Dialer Permission Set to Users](https://help.salesforce.com/s/articleView?id=sales.voice_impl_assign_permset.htm&release=264.0.0&type=5)**  
    Assign the Dialer licenses to users from Setup.
6. **[Enable Local Presence](https://help.salesforce.com/s/articleView?id=sales.voice_enable_local_presence.htm&release=264.0.0&type=5)**  
    Show local numbers when calling customers with Sales Dialer. Enable the feature from the Local Presence page in Setup. Dialer users can then select Local Presence under their personal settings.
7. **[Enable Call Monitoring](https://help.salesforce.com/s/articleView?id=sales.voice_enable_monitoring.htm&release=264.0.0&type=5)**  
    Use Call Monitoring to coach sales reps using Sales Dialer. Enable the feature from the Dialer Settings page in Setup, then create a permission set with the Access Dialer Monitoring permission and assign it to managers.
8. **[How Do I Manage Dialer Usage?](https://help.salesforce.com/s/articleView?id=sales.voice_impl_usage.htm&release=264.0.0&type=5)**  
    See your org’s Dialer usage from Setup.

#### See Also

- [Guidelines for Making and Receiving Calls](https://help.salesforce.com/s/articleView?id=sales.voice_intro.htm&release=264.0.0&type=5 "Review guidelines for making and receiving calls, including basic calling features and tips on how to get started.")