Talkdesk for Salesforce | AI Contact Center | Agentic AI | CTI | Analytics

Complete Package

We love the level of automation and customization the Talkdesk/Salesforce integration brings us. Custom field mapping captures as much info about our calls as possible, while having that info automatically populated into a case keeps the experience simple for our agents and lets them focus on the caller. Having that data allows our team to make informed decisions to reduce our wait time and provide better support for our partners by identifying trends before they happen.

Great Integration

I've worked with a number of partner integrations before and Talkdesk has definitely been one of the easier ones to use. We've moved to authenticating all of our user logins for Talkdesk through SFDC, which has provided an extra layer of security. The SFDC record creation mapping is largely intuitive, once you understand the basic structure. The only thing that can be tricky is figuring out the distinct trigger points, but our rep was able to assist through the testing, and it's all worked out great. Writing context variables from our Studio Flows directly to the Cases has led to a deeper level of reporting/analytics that has provided valuable insights into our flows and where we can aim to improve the overall customer experience.

Time saving integration

Talkdesk for Salesforce is an amazing integration that is very useful in reduction of answer and response time and therefore increasing the CSAT. Also, calls are automatically logged and therefore, it is now easy and fast to read more about the client's previous conversations to assist better. Still, I need some more time to discover other functions. Definitely recommended for everyone!

Great tool, great integration!

Highly recommend as a CRM and as a voice solution. Deep integration, works even for very simple structures and tasks, as well as with complex ones.

Towards Seamless Customer Management

The solution provides a great way of not losing any information about our clients contacts. We get all the data from the talkdesk contact into the salesforce case to perfectly understand the client interactions and further improve our contact center metrics and analysis. The salesforce data dip component on the studio flow is also an awesome form of using the client's info to improve contact routing on talkdesk. There´s still a lot to explore.

Salesforce Integration

Integrate between Salesforce and Talkdesk. Simple to connect and track calls with customers.

Talkdesk for Salesforce, and the Talkdesk Partner Team

Talkdesk for Salesforce has so many amazing automation tools that make life easier for the day to day user. I've seen several companies successfully integrate the amazing Talkdesk Omnichannel features for both Service Cloud and Sales Cloud. As a 15 year Salesforce user and 5 year Salesforce ecosystem professional, I'd highly recommend Talkdesk to anyone. The have incredible partner and channel teams that are great to work with as well.

Deep and seamless SF integrations makes setting up a scalable service function simple!

Talkdesk is extremely simple to get setup and using. Once installed within Salesforce there's nothing that requires a SF admin to configure. Since switching to TD with SF we've been able to improve our agent experience - unified presence between Talkdesk and SF omni-channel is brilliant (no chats whilst on a call etc). Our service metrics have also seen an increase due to the reporting capabilities of integrating both systems together. This has allowed a much better view of agent and system performance compared to fully separate services. Lastly, Talkdesk's IVR functions is able to 'dip' into SF with looks ups that can be used to direct callers to the correct team or agent. Think, Caller has a case open with team A, auto direct the call there. Customer has an open opportunity with sales, route the call directly to the sales rep. As good a system as I have used.

Great integration and data tracking for nonprofit contact center

As a small nonprofit that likes to punch above its weight class, we've really enjoyed being able to use the TalkDesk/Salesforce integration. The integrations and the fact that you can map custom fields makes the experience seamless and saves time handling data entry for the call so we can spend more time focused on assisting the caller. The only challenge we've faced is being smaller and not having a dedicated person/team to assist with the technology integrations and make sure we are optimizing our Salesforce/TalkDesk integration based on internal changes we are making with Salesforce.

Talkdesk integration in Salesforce Service Cloud

The setup for new agents is easily done. All call activities are auto logged in Salesforce and tied to Contact and Account data making for great reporting. Salesforce contacts are synced to Talkdesk and easliy opened during incoming calls. Use Talkdesk studio to easliy query Salesforce data and make phone routing decisions on the CRM data. Sync SF omni statuses to TalkDesk callbar statuses. Great Product overall. Looking for more data points to be synced to talkdesk. Sometimes the conenction between omni and callbar disconnects.