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.
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 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.
- From Setup, enter App Manager in the Quick Find box, then select App Manager.
-
Edit an existing Lightning app or click New Lightning App. You can
also upgrade a custom Classic app to a Lightning app.
If available, the Lightning Sales app contains numerous options preconfigured for sales users.
- On the Utility Items tab, click Add Utility Item and select Dialer.
- On the User Profiles tab, make the app available to relevant user profiles.
- Verify the other app details, including the app name, branding information, and available menu items.
- Save your changes.
To verify your changes, from the App Launcher, find and open the app that has Sales Dialer enabled.