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 server or Salesforce settings.
There are two locations where you may need to whitelist the connection to the PowerDialer: your Salesforce or Local Network settings.
Some companies enable Salesforce security settings that requires users who access Salesforce from an unknown IP address to authenticate before gaining access. If this feature is enabled, then you will want to add the InisdeSales IP address range to the list of trusted IP addresses in the Salesforce Setup.
The Access User, or the Salesforce account that synchronizes data between Salesforce and InsideSales, must have permission to send and receive information between your Salesforce instance and InsideSales.com servers.
- In Salesforce, navigate to Setup > Security Controls > Network Access
- Click the New button
- In the Start IP Address box, enter 126.96.36.199
- In the End IP Address box, enter 188.8.131.52
- Optional: Give your new Trusted IP Range a description, like “InsideSales.com”
- Click Save
In addition to the range 184.108.40.206 - 220.127.116.11, you may need to add the following ranges individually:
- 18.104.22.168 - 22.214.171.124
- 126.96.36.199 - 188.8.131.52
Local Network Settings
To allow InsideSales and Salesforce to send information back and forth through your company’s network, your administrator may have to ensure that the following steps are completed:
- Allow websocket traffic on ports 80 and 443
- Allow TCP traffic on ports 9900-9999
- Allow firewall and proxy restrictions to allow communication with the IP address ranges in the section above
- Whitelist the following sites: https://*.insidesales-playbooks.com:443, https://*.insidesales-oauth.com:443, and https://*.insidesales-neuralytics.com:443
Congratulations! InsideSales should have no problem communicating with your Salesforce instance now. For a list of general PowerDialer for Salesforce requirements, please see the following link: System Requirements for PowerDialer
FREQUENTLY ASKED QUESTIONS
Q: Why should TCP traffic be permitted on ports 9900-9999?
A: InsideSales uses these ports to maintain a socket connection primarily for speed of response—when an inbound call comes in, the socket connection means the app doesn't have to constantly "ping" the dialer servers to "listen" for arriving calls. That constant connection allows InsideSales to monitor an agent’s availability status across multiple browser tabs to ensure they receive an inbound call regardless of what tab they are working on.
If using a proxy, make sure to allow this at both the proxy and firewall level.
This is also used for outbound Call State Visualization that will indicate to a rep what is happening on a call (i.e. Calling your Phone, Ringing, etc.)