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%
External Identity Provider for Salesforce Contacts, Accounts & Custom Objects
# Transform Salesforce Records into Secure Customer Identities Enable customers, partners, vendors, members, students, patients, and other external users to securely access applications using their Salesforce records. Instead of creating Salesforce Users or purchasing additional Experience Cloud or Identity licenses, use Contacts, Accounts, Leads, Person Accounts, and any standard or custom object as digital identities. Transform Salesforce into a Customer Identity and Access Management (CIAM) platform and Identity Provider (IdP) for external authentication and Single Sign-On (SSO). ## Key Capabilities • Authenticate Contacts, Accounts, Leads, Person Accounts, and Custom Objects • SAML 2.0, OpenID Connect (OIDC), OAuth 2.0, and JWT Authentication • Passwordless Login and Magic Link Authentication • Just-In-Time (JIT) Provisioning and User Attribute Mapping • Support for WordPress, Shopify, SaaS, and all external applications ## Common Usecases • Customer Portals • Partner Portals • Ecommerce Platforms ## Benefits • No Salesforce User Licenses Required • Reduce Experience Cloud Licensing Costs • Salesforce as a Single Source of Truth • Secure SSO Across Multiple Applications
Top keywords
- salesforce6×3.95%
- accounts4×2.63%
- applications3×1.97%
- authentication3×1.97%
- customer3×1.97%
- external3×1.97%
- identity3×1.97%
