Can I migrate data between Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Migration support varies by app and category. Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Toolbox EDRMS - Data Retention & Compliance | Foundation Edition" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Talkdesk for vs Toolbox EDRMS - Data — Salesforce

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition vs Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics

Side-by-side comparison · 24 data points

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

No rating yet

Don't manually delete your data every month, set your retention criteria once with Toolbox EDRMS, schedule it and let our 100% native automation handle your compliance (GDPR, HIPAA, FINRA) in the background. No data leaves your Salesforce org.

salesforcefree

Change

1. Listing metadata

Field-level data

	Talkdesk for Salesforce \| Cloud Contact Center \| CTI \| IVR \| ACD \| Analytics	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
Tagline	“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).”222 chars	“Don't manually delete your data every month, set your retention criteria once with Toolbox EDRMS, schedule it and let our 100% native automation handle your compliance (GDPR, HIPAA, FINRA) in the background. No data leaves your Salesforce org.”243 chars
Description	1127 / 2000 chars56% used	1182 / 2000 chars59% used
Screenshots	—	—
Languages	enfrdeptes	en
Platforms	Salesforce	Salesforce
Developer	Talkdesk	Toolbox

At a glance

8 metrics · auto-computed

Feature comparison between Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
Metric	Talkdesk for Salesforce \| Cloud Contact Center \| CTI \| IVR \| ACD \| Analytics	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
Rating	4.7 ★	—
Total reviews	699	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	1 tier	—
Listed features	3	★ 9
Languages	5 supported	1 supported
Listed since	Apr 2016	Apr 2026

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics is the stronger choice for most Salesforce AppExchange admins — 4.7★ vs Toolbox EDRMS - Data Retention & Compliance | Foundation Edition's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Toolbox EDRMS - Data Retention & Compliance | Foundation Edition offers a free tier (free) while Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics starts at paid. The free option meaningfully reduces evaluation cost, particularly at low usage volumes where the entry-paid tier can outpace the value delivered.

Review base

Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics has the larger user base (699 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Toolbox EDRMS - Data Retention & Compliance | Foundation Edition's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics; mid-market and enterprise admins with specific feature requirements should evaluate both — Toolbox EDRMS - Data Retention & Compliance | Foundation Edition's 0-review base may include the workflow context that matches your specific use case better than Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics audit • Toolbox EDRMS - Data Retention & Compliance | Foundation Edition audit

Listed	April 14, 2016	April 25, 2026

Last updated	—	—

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Talkdesk for Salesforce \| Cloud Contact Center \| CTI \| IVR \| ACD \| Analytics	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
agentic ai	#1	Not ranked
agentforce ai	#1	Not ranked
agentic	#1	Not ranked
and irs regulations	Not ranked	#2
data retention and	Not ranked	#3

7. App details

Long-form description · keyword frequency

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%

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org. AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA EASE OF USE: 2-clicks to add record into File Plan RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce. Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.

Top keywords

records6×3.55%
retention4×2.37%
salesforce4×2.37%
management3×1.78%
audit2×1.18%
compliance2×1.18%
data2×1.18%
directly2×

Frequently asked

Common questions about this comparison

Is Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition cheaper?

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition is the cheaper option — it offers a free plan (free). Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

AppRanks cannot separate these two on rating, because neither publishes one. Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics does carry the larger published review base (699 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Both apps are one-click installs from the Salesforce AppExchange. Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics has the deeper published review base (699 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics typically suits early-stage and growth-mode teams based on its published review base (699 reviews). Toolbox EDRMS - Data Retention & Compliance | Foundation Edition typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition vs Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

1. Listing metadata

Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics · 0 changes

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition · 5 changes

7. App details

Frequently asked

Is Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition cheaper?

Should I choose Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Which is faster to set up, Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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Can I migrate data between Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?