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%
SmartBulk – Mass Update, Mass Delete & Bulk Editing for Any Salesforce Object
SmartBulk is a powerful, metadata-driven mass update and mass delete tool built natively on the Salesforce Platform. Designed for admins and operations teams, SmartBulk makes it easy to fetch, edit, update, and delete records across any standard or custom object — all from a clean, Lightning-ready interface. Using Custom Metadata configuration, admins can define which objects, fields, filters, and operations users can access. SmartBulk automatically handles field-type conversion, dynamic SOQL, bulk-safe DML, and detailed error logging so you can perform large-scale data updates with confidence. Whether you’re preparing for a data migration, cleaning up records, updating values in bulk, or removing old data, SmartBulk saves hours of manual work and eliminates the need for spreadsheets or external tools. BUSINESS FEATURES Simplifies data maintenance for Sales, Service, and Operations teams Reduces manual effort and improves CRM data quality Enables fast data cleanup during migrations or org consolidation Provides a safer alternative to Data Loader for non-technical users TECHNICAL FEATURES Lightning Web Component UI with real-time updates Apex-powered backend with dynamic S
Top keywords
- data7×4.12%
- smartbulk4×2.35%
- operations3×1.76%
- admins2×1.18%
- custom2×1.18%
- delete2×1.18%
- dynamic2×1.18%
- manual
