---
schema_version: "1"
id: cd5b72cf61ade3fc7bcdabaac4dfb6d4d888741a3e7af4b61b8a535a00676f1d
title: Dialer Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/voice_impl_prereqs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.voice_impl_prereqs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 63379f11fadee692c9230c5646b1887842866b70933d3077a1bb0da563e998e2
description: Plan out your implementation before enabling Dialer in your organization.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Dialer Prerequisites

Plan out your implementation before enabling Dialer in your organization.

### 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> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66031e76">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">To enable Dialer features:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">Customize Application</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">To assign permission sets:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">Assign Permission Sets</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">To manage users:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66031e76 ">
            <p>Manage Users</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Manage Profiles and Permission Sets</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).

The supported browsers for Dialer include the most recent versions of Chrome, Firefox, and Edge.

Make sure your browser allows Web Real-Time Communication (WebRTC). This should be enabled by default, but if your teams are using Edge, make sure the **Hide my local IP address over WebRTC connections** option in the about:flags menu is not selected.

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. For more information about Dialer’s network requirements, see [Sales Dialer Network Requirements](https://help.salesforce.com/s/articleView?id=000381886&type=1&language=en_US).

To use the Voicemail Drop feature, content deliveries need to be enabled for your org. From Setup, enter Content Deliveries in the Quick Find box. Then select **Content Deliveries and Public Links**. Ensure that the **Content Deliveries feature can be enabled for users** setting is selected. If you don’t see the setting available, contact Salesforce Customer Support.

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

Note Dialer should not be assigned to users already using Open CTI.

To disable Open CTI for users, from Setup, enter Users in the Quick Find box, then select **Users**. Then deselect the Call Center field for Dialer users.

If your org has record types enabled for tasks, you need to [assign the Log a Call quick action to a specific record type](https://help.salesforce.com/s/articleView?id=000383584&type=1&language=en_US) in order to log calls.

If calls continue in inactive tabs for longer than your org’s session timeout limit, they aren’t logged properly. Notes made on the call may also be lost. If your org automatically logs out users after a short time (such as 15 minutes), encourage reps to keep the tab active or modify your org’s session security settings. From Setup, enter Session Settings in the Quick Find box. Then select **Session Settings** and make updates.

Before beginning the implementation process, Salesforce must enable Dialer permissions and provision Dialer licenses for your organization. Your Salesforce contact coordinates it with you, but you can check if your organization has available Dialer licenses. In Setup, enter Company Information in the Quick Find box, then select **Company Information**, and check for **Dialer Outbound User** and **Dialer Inbound User** under Permission Set Licenses.

For information about using Dialer in a sandbox environment, see [Test Dialer Features in Sandbox](https://help.salesforce.com/s/articleView?id=sales.dialer_sandbox.htm&release=264.0.0&type=5 "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.").

#### See Also

- [_Knowledge Article_: Upcoming required changes for Sales Dialer](https://help.salesforce.com/s/articleView?id=000396416&type=1&language=en_US)