Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
WorkDial: Native Salesforce CTI, Dialer, WhatsApp Calling & AI Call Logging
Salesforce-native dialer, WhatsApp Business calls, and AI call analysis
- Industries
- Engineering, Construction, & Real EstateFinancial ServicesProfessional Services
- Business Need
- SalesAgent ProductivityTelephony
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Salesforce-native CTI, dialer, and WhatsApp Business calling with AI call analysis built in. Every call and transcript becomes a native Salesforce record the moment it happens. Click-to-call, power dialer, IVR, recording, and BYOA telephony at cost.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- DialForce/DialForce 1.6.0
- Listed On
- 02/27/2026
- Latest Release
- 02/27/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 13Custom Tabs: 8Custom Apps: 1
- Lightning Components
- Global: 6App Builder: 3Community Builder: 0
- Languages
- ArabicEnglishFrenchGermanItalianJapaneseKoreanSimplified ChineseSpanish
Security
Additional Details
WorkDial is a Salesforce-native CTI platform. The dialer, WhatsApp Business calling, and AI call analysis run inside Salesforce, not integrated with it. Native by architecture Every call, transcript, and summary becomes a native Salesforce record the moment it happens. No sync lag, no second system of record. Your records live in your org, you choose where recordings live (including native Salesforce Files), and WorkDial keeps no copy of its own. What you get Click-to-call and a power dialer from any Salesforce record. WhatsApp Business voice calls, alongside standard telephony. AI call analysis included: transcripts, sentiment, and summaries. Automatic call logging: no manual after-call notes. Call recording, IVR, routing, and supervisor monitoring. BYOA telephony: your own Twilio, at carrier cost, no markup. Works in Lightning Experience, Professional edition and up. Most teams are live in a day. Start a 14-day free trial of Professional, no credit card required. Built by the team behind ValueText, the Salesforce-native messaging platform (4.97 stars, 100+ AppExchange reviews).
Need help?
ValueText | WorkDial
In-house Salesforce-native specialists, no bots or outsourced scripts. Reach us by email, in-app case, or knowledge base. SLAs: - Critical 1 hour (24/7) - High 1 business day - Normal 2 business days.