Before you start
You need a DropDialer account and a Salesforce user who can install apps (a Salesforce admin) for Step 1.
Step 1: Install the DropDialer app in Salesforce (one time, admin only)
In DropDialer go to Integrations → Salesforce and click "Install DropDialer in Salesforce." Log in to Salesforce, choose "Install for All Users," tick the acknowledgment and click Install. This only needs to be done once per Salesforce org.
Step 2: Connect Salesforce
Back in DropDialer, click "Connect Salesforce" (tick "This is a Sandbox" if you're using a Salesforce sandbox). Salesforce will show a standard security notice. Click Allow.
Step 3: Import contacts
Open a campaign → Contacts → CRM Import (or Validate Call Lists → Bulk), choose Salesforce, then pick Import All, Search, a Salesforce Campaign or List View, or Advanced Filters. Map fields, review and import. Tick "Keep synced" to add new matching records every 6 hours.
Do Not Call
DropDialer skips records marked Do Not Call in Salesforce. If your Salesforce admin has hidden the Do Not Call field, DropDialer warns you before importing. Ask your admin to make "Do Not Call" visible for your profile.
Troubleshooting
- "DropDialer isn't installed in your Salesforce yet": complete Step 1 (or ask your admin to).
- "Reconnect" shown on Salesforce: your connection expired (Salesforce expires access after 30 days without use). Click Reconnect.
- Disconnect anytime from Integrations → Salesforce → Settings.
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