Salesforce
dialer

Q: Does Salesforce have a built-in dialer?

Salesforce has its own telephony, Salesforce Voice, which Salesforce Help recommends in place of Open CTI. Salesforce also sells Sales Dialer; check its current status in Salesforce Help. Third-party dialers, such as Techila's, connect providers like Exotel and Ameyo.

Q: Which telephony providers does Techila connect?

Techila has built connectors for Exotel (click-to-dial, call logging, number masking, call recording and campaign dialling) and Ameyo (dialler, IVR and call analytics in the Service Console). Ask us about other providers.

Q: Is Salesforce Dialer by Techila on AppExchange?

We did not find an AppExchange listing for it when this page was reviewed. Ask us how it is installed in your org.

Q: How much does Techila's Salesforce Dialer cost?

Pricing is on request. It depends on your Salesforce edition, the number of users and how much setup your workflows need. Contact Techila for a quote.

Make and take calls from Salesforce, log every call on the record, and connect telephony such as Exotel and Ameyo.

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A Salesforce dialer lets users place and receive calls inside Salesforce and logs each call on the record. Salesforce Help says Open CTI, the API that connects third-party phone systems, is scheduled for retirement on 28 February 2028, and recommends Salesforce Voice. Techila's Salesforce Dialer handles inbound and outbound calls and connects providers such as Exotel and Ameyo.

The practice

Calls, logged where the customer record is

Salesforce Dialer is a Techila app for inbound and outbound calling inside Salesforce. It tracks call activity, keeps the call history on the customer record and automates follow-ups. Techila has built connectors for Exotel, with click-to-dial, call logging against the lead or case, number masking, call recording and campaign dialling, and for Ameyo, bringing its dialler, IVR and call analytics into the Service Console.

What calling options does Salesforce have, and what's changing?

Salesforce offers its own telephony, and many teams connect a third-party phone system through Open CTI, a JavaScript API. Salesforce Help says Open CTI is scheduled for retirement on 28 February 2028 and recommends migrating to Salesforce Voice, which it says offers many Open CTI features plus native links to Omni-Channel and Command Center for Service. Salesforce also sells Sales Dialer; check Salesforce Help for its current status before you buy it.

Salesforce's calling options compared with Techila's Salesforce Dialer
Option	What it is	Status Salesforce gives
Open CTI	JavaScript API for third-party telephony	Retirement scheduled for 28 February 2028
Salesforce Voice	Salesforce's own telephony, with Omni-Channel and Command Center links	Recommended by Salesforce in place of Open CTI
Techila Salesforce Dialer	Inbound and outbound calling, call tracking, Exotel and Ameyo connectors	Ask us how it connects in your org

Whichever dialer you choose, ask the vendor how it connects to Salesforce and whether it depends on Open CTI, so the 2028 retirement doesn't catch you out.

How does a call work with the dialer?

Agents call from the record, and the record keeps the history.

From click-to-dial to follow-up

Click to dialFrom the lead, contact or case in Salesforce.
Call is loggedAgainst the lead or case, with its history.
Follow-ups are automatedTasks and next steps after the call.
Managers reportCall activity in Salesforce reports.

The flow described in Techila's Salesforce Dialer product and its Exotel connector description.

Capabilities

What does Salesforce Dialer do?

Each capability ships as part of the managed package and is configured to your process.

/01

Inbound and outbound calls

Make and take calls inside Salesforce.

/02

Call activity tracking

Call history and interactions kept on the record.

/03

Automated follow-ups

Follow-up steps and communication workflows after calls.

/04

Exotel connector

Click-to-dial, call logging, number masking, recording and campaign dialling.

/05

Ameyo connector

Ameyo's dialler, IVR and call analytics in the Service Console.

Delivery process

How do you get started?

We don't run a program past a gate it hasn't earned. Each phase ends with a board-visible artifact — not a status deck.

Step 01

Review your telephony

Output: provider and call flow map

Your provider, numbers, call types and which teams call.

Step 02

Plan the setup

Output: install plan

Where calls are logged, follow-up rules and the reports managers need.

Step 03

Connect and test

Output: tested calls in a sandbox

Connect the provider to a sandbox and test inbound and outbound calls.

Step 04

Go live

Output: live dialer and agent guide

Switch to production and train agents and managers.

Related services

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