Network Configuration The specific Network settings, IP ranges, and sites you need to whitelist in order for the PowerDialer package to run smoothly Overview In order to have PowerDialer for Salesforce (PDSF) work as intended, you may need to whitelist our IP range or domain name in your firewall, proxy...
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PowerDialer System Requirements What are the minimum requirements for your network, operating system, memory, and browser to use PowerDialer? Network Requirements XANT services are delivered as a Software-as-a-service model, requiring an active internet connection. Due to the need for quick interactions, PowerDialer utilizes web socket technology. You must allow XANT...
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Additional Salesforce Requirements and Setup Configuring Salesforce to launch the PowerDialer Sidebar, enable Call Center, optimize page layouts and more for your Call Team Overview After you install and authorize PowerDialer for your Salesforce organization, there are a few other changes you can make to make use of all the...
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PowerDialer Installation Guide How to install the PowerDialer for Salesforce in a Production or Sandbox org. Getting Started Installing PowerDialer into Salesforce is simple. You will need to find the correct package and just install it in your org. However, there are separate instructions for a Sandbox environment compared to...
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How is Call Data Logged in Salesforce? An admin's guide on how call data is saved to Salesforce when calls are made using the InsideSales.com platform. Overview This article provides an in-depth explanation as to how the Click to Call panel saves data to the Salesforce CRM, how that same...
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Using Area Code Groups for Inbound Routing How to create PowerDialer Area Code Groups to route inbound calls to specific reps Overview Area code groups are manually created groups of US phone number area codes. These area code groups can be assigned to reps, and then applied to inbound calls....
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Using Rep Queues for Inbound Call Paths The Rep Queue is the inbound routing option that is used to route inbound calls or ResponsePops to reps to be answered. Overview A Rep Queue is analogous to the frequently used term Automated Call Distributor (ACD), in that it uses defined logic...
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Inbound Call Paths How do I setup an inbound call path? What routing and message options are available? Overview Call Path technology manages inbound calls coming into the InsideSales system. Call Paths define how inbound calls are routed and handled, from playing messages to inbound callers, to routing the inbound...
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Powerstandings Setup for Lightning Experience How do I enable the Personal Sidebar widget in Lightning? Overview The PowerStandings Sidebar widget can now be accessed directly from within Salesforce Lightning interface with versions of PowerDialer 6.51.7 and higher. Adding Powerstandings to the Lightning Interface In order for agents to access their...
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Displaying PowerStandings on a Monitor How do I display a Leaderboard or dashboard on an external TV or monitor? Note: The hardware that you have available can change your setup process drastically. With that in mind this article will go over the basics on how you can display a Leaderboard....
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