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 a Production environment. Therefore, you will see two different sections in this article. One for sandbox and one for production.
Installing PowerDialer in Production
Pre-requisite: Your Salesforce edition must be Professional, Enterprise, Unlimited, or Performance.
1 - Search AppExchange.com for ‘InsideSales’ or ‘PowerDialer’
2 - Click the green Get It Now button
3 - Click the button to ‘Log in to the AppExchange’, then the select the appropriate environment, either Production or Sandbox.
4 - Select the checkbox to indicate you have read and agree to the terms and conditions and then click Confirm and Install!
5 - Enter your Salesforce.com credentials and click Log in to Salesforce.
Installation Permissions: It is recommended to ‘Install for All Users’ but select the appropriate installation permission option depending on your organizational structure. Installing for All Users does NOT enable InsideSales.com application for all users in your Salesforce organization. Rather, it enables all new app-specific profile permissions added by InsideSales.com so that the application will function properly. This will make it much easier to add users from various profiles to the InsideSales.com application in the future.
6 - After making your selection click the Install button.
7 - Check the box to ‘Yes, grant access to these third-party web sites’ and click Continue.
8 - Wait 2-5 minutes for the Install completion notification on screen or via email (images below describe what you will see). You will be able to confirm the package installed successfully by going to Setup > Build > Installed Packages
Package updates can be considered maintenance updates. They can install over the top of the managed package already installed.
The following video URL will also give a quick tutorial on how to update your PowerDialer package in production:
Installing PowerDialer for Sandbox
This guide assumes that the Sandbox instance in question has been created from a production instance with the InsideSales.com PowerDialer tools previously installed and configured.
1 - Clear the following values from the InsideSales user fields for all users. It is often helpful to accomplish this through mass user updates or by using automated tools each time the Sandbox is refreshed.
- InsideSales Username
- InsideSales Subdomain
- InsideSales Password
- InsideSales Authorization Token
- InsideSales Permissions
(Optional) If you are testing a newer version of the PowerDialer, you may now update the PowerDialer package from the AppExchange, or from the specific package link provided by InsideSales.com. It may take some time for this step to complete.
2 - You will now need to authorize the PowerDialer with an administrative ‘access user’. You will probably want to use the same account that you currently use in production. Follow this path and press the Authorize button: InsideSales Tab > Authorize the PowerDialer.
A new instance will be created on the InsideSales.com database servers.
STOP! – DO NOT CLICK THE CONTINUE BUTTON. YOU MUST NOW CONTACT INSIDESALES.COM SUPPORT TO CONFIGURE YOUR INSTANCE AS A SANDBOX ENVIRONMENT. FAILURE TO COMPLETE THIS STEP AS OUTLINED WILL DELAY THE CONFIGURATION PROCESS BY 24 BUSINESS HOURS.
3 - Once the changes have been made by the support representative, you may now click the continue button. This step in the process will now map your Salesforce configuration to the newly created instance. This may take up to five minutes to complete.
4 - Once the mapping is complete, you may click the link at the bottom to close the page.
5 - Click the Finish button back on the InsideSales tab to complete the authorization process
Note - you may have to complete this authorization process up to three (3) times. You may even see a misleading message that indicates that user mapping has been completed and you must now re-authorize the PowerDialer.
InsideSales.com will need to reset the ImpressionID (the unique call identifier) for your new Sandbox database based on the current value in your production database. One of our Tier III support agents can complete this request. If this step is not completed, call tasks will not be inserted into Salesforce properly, and old data may be overwritten.
Next Step: Salesforce Configuration
Once the PowerDialer package has been installed there is additional configuration that needs to be completed in Salesforce. Use this article as your guide.