Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics
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.
Top keywords
- salesforce6×3.80%
- talkdesk6×3.80%
- data4×2.53%
- integrates3×1.90%
- outbound3×1.90%
- agent2×1.27%
- data sync2×1.27%
- ensure2×1.27%
- proactive2×1.27%
- reduction2×1.27%
- routing2×1.27%
- seamlessly2×1.27%
Trivacy - Personal Data Manager for GDPR, CCPA and more
Personally Identifiable Information (PII) can be stored in many different places in Salesforce; in Contact and Individual records, Attachments (e.g., a passport scan), Email Messages, Tasks (e.g., notes on a medical condition), Chatter (discussing that call with a colleague) and many more. Trivacy brings together an individual's personal data across a Salesforce organization in a single page using configurable object linkages. You can review, edit, export, obfuscate, anonymize or delete data across linked records in a few clicks. All Salesforce field types are supported, including (rich) text, binary, email, ip address, url, geolocation and dates. Tracked changes for these fields, such as field history (archive) and Chatter tracked changes are also dealt with. Trivacy comes pre-configured with a full personal data inventory for the standard Salesforce data model, covering 150 fields over 25 objects. Additional settings can be added for standard and custom fields and objects. Trivacy can also anonymize, mask or delete personal data in sandboxes in bulk, so your in-house or external developers can work in full or partial Salesforce sandboxes, without exposing personal data.
Top keywords
- data6×3.35%
- salesforce5×2.79%
- personal4×2.23%
- personal data4×2.23%
- fields3×1.68%
- trivacy3×1.68%
- anonymize2×1.12%
- changes2×