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

Highlights

• 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.

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

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.

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