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

Deliver exceptional support and outbound engagement

Overview

Talkdesk for Salesforce offers robust contact center functionality, personalized engagement on any channel, and the industry’s deepest integration to Sales Cloud, Service Cloud, and Service Cloud Voice for Talkdesk (BYOT).

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See How Talkdesk for Salesforce | AI Contact Center | Agentic AI | CTI | Analytics Works

  • Endless automation possibilities: With pre-built and custom automations, Talkdesk for Salesforce integrates with Salesforce Lightning Flow, so you can trigger automations based on events in your call center. The possibilities are endless.

  • Powerful Omnichannel solution: With Talkdesk, you can provide both phone and SMS support directly within Salesforce. Easily manage work items across multiple channels by leveraging an extensive integration with Salesforce Omni-Channel.

  • Comprehensive real-time & historical reporting: Real-time dashboards, historical reporting, and detailed breakdowns of call center metrics give you information at-a-glance, directly embedded in Salesforce.

Seamlessly bring Talkdesk and Salesforce together to drive agent productivity, reduce manual tasks and personalize every interaction, leading to 19% CSAT improvement, 23% wait time reduction, and 21% time to answer reduction Seamless integration Talkdesk's CTI integrates seamlessly to give agents advanced features such as screen pops, SSO, outbound caller ID & more. Calls are auto-logged to ensure accuracy and consistency without altering workflows Intelligent routing Talkdesk Studio uses data dips and integrates with Lightning Flows to get customers to the right agent with context-driven routing based on the case, lead, contact & more Proactive outbound Load and launch Talkdesk Power Dialer for fast & efficient outbound campaigns. Utilize smart SMS for automated follow-up or proactive messages. Integrates with Salesforce High Velocity Sales (HVS) Two-way data sync Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync Quick setup in Salesforce Deploy Talkdesk for Salesforce, add Talkdesk licenses, and assign user permissions—all without ever leaving Salesforce.

Categories

Business Needs
Customer Service
Telephony
Agent Productivity
Industries
Financial Services
Healthcare & Life Sciences
Retail
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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    Telephony