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frejun.com

Sales Dialer for Salesforce: Auto-Dial Prospects from Any Salesforce View

FreJun sales dialer for Salesforce setup guide 2026 — native app, no code, 7-step setup with first call live in 15 minutes, delivering 3 times more calls per agent versus manual dialing, 100% auto-logging with zero data entry, including one-click dial, power dialer, auto-log to Activity, recording in Salesforce, and AI summary — works inside Leads, Contacts, Opportunities, Cases, and Reports

Last verified: May 14th, 2026 at 08:40 pm on FreJun Professional account. Steps current as of this date.

This guide shows you how to set up a sales dialer for Salesforce in 7 steps (approximately 15 minutes), using FreJun, an AI-powered cloud telephony platform that automates business calls with CRM integration and real-time analytics. After completing these steps, you will have a fully functional auto-dialer embedded in Salesforce, enabling your team to dial prospects from any Salesforce view, log calls automatically, and sync every interaction to your CRM in real time.

FreJun is a cloud telephony and call automation platform with pricing starting at $14.49 per user per month. It delivers AI-generated call summaries, click-to-call from any CRM page, and automatic Salesforce task logging, all without switching tabs or entering data manually. FreJun is rated 4.9 out of 5 on G2 (63 reviews) and 4.7 out of 5 on Capterra (75 reviews). (Source: G2, 2026)

Difficulty: Intermediate | Estimated time: 15 minutes (range: 5 to 30 minutes)

To set up a sales dialer for Salesforce using FreJun, you need a Super Admin account and Salesforce admin access. Navigate to Settings then Integrations in your FreJun dashboard, click the Salesforce Connect button, authorize access, install the Chrome extension for click-to-call, and run a test call. The entire setup takes 7 steps and approximately 15 minutes, after which every call auto-logs to Salesforce as a Task.

Quick Answer: To set up a sales dialer for Salesforce, install the FreJun Chrome Dialer Extension, go to Settings then Integrations in your FreJun dashboard, click Connect on the Salesforce tile, and authorize via OAuth. The setup takes 7 steps and approximately 15 minutes. After that, every call your team makes auto-logs to Salesforce as a completed Task with recording and notes.

Here is what you will do:

  1. Create or verify your FreJun Super Admin account
  2. Install the FreJun Chrome Dialer Extension
  3. Navigate to Settings then Integrations in your FreJun dashboard
  4. Connect Salesforce via OAuth authorization
  5. Configure auto-contact creation and custom field sync
  6. Enable click-to-call from any Salesforce view
  7. Run a test call to verify the integration

This guide is designed for RevOps managers and Salesforce admins who run outbound calling from within Salesforce. Whether you are configuring FreJun for a 5-person SDR team or rolling it out across a 100-seat enterprise, this walkthrough covers every step with troubleshooting tips and best practices.

Table of Contents

  1. What You Will Need
  2. Key Concepts
  3. Step-by-Step Guide
  4. Configuration Settings
  5. Connecting with Other Tools
  6. Testing the Integration
  7. Troubleshooting Common Issues
  8. Best Practices
  9. How FreJun Compares to Alternatives
  10. Voice Search Quick Answers
  11. Frequently Asked Questions
  12. What to Do Next

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What You Will Need

Account and Access

  • FreJun account with Super Admin access. Start your free 3-day trial if you do not have one.
  • Salesforce org with admin (System Administrator) permissions
  • Google Chrome browser (required for the FreJun extension)

Technical Prerequisites

  • FreJun Chrome Dialer Extension (available from the Chrome Web Store)
  • Stable internet connection (VoIP quality requires at least 100 Kbps per call)
  • Chrome 90 or later

Information to Have Ready

  • FreJun Super Admin login credentials (email must match the admin email in Salesforce)
  • Salesforce org admin username and password

Note: The integration is organization-based. Consequently, only the Super Admin needs to complete this setup once, and it automatically enables calling for all users in the FreJun org. Individual users do not need to reconnect Salesforce.

Before You Begin: Key Concepts

What Is a Sales Dialer for Salesforce?

A sales dialer for Salesforce is a cloud-based calling tool that integrates directly with Salesforce, allowing sales reps to dial phone numbers from within the CRM, auto-log call outcomes as Tasks, and access call recordings and analytics without leaving the Salesforce interface. Additionally, it eliminates manual data entry, which is one of the top productivity killers for outbound sales teams.

What Is Click-to-Call in Salesforce?

Click-to-call in Salesforce refers to the ability to initiate a phone call by clicking a phone number directly on a Lead, Contact, Account, or Opportunity record. FreJun’s Chrome extension adds a clickable dial button next to every phone number across all Salesforce pages, including list views and reports, so reps can call from any Salesforce view without copying and pasting numbers into a separate dialer.

How FreJun Syncs Calls to Salesforce

FreJun pushes call data to Salesforce as Tasks under the associated Contact record. Each Task includes the call reason, outcome, tags, notes, and recording URL. Therefore, managers can review call history directly from the Activity History section of any Salesforce record. Note that this integration is not bidirectional: changes made in Salesforce do not reflect back in FreJun.

Common misconception: many users expect Salesforce contact data to automatically import into FreJun. In practice, FreJun dials numbers from Salesforce via click-to-call; it does not pull contact lists into a separate dialer interface. For bulk auto-dialing campaigns, use FreJun’s auto-dialer feature from the FreJun dashboard alongside your Salesforce view.

How to Set Up a Sales Dialer for Salesforce: Step-by-Step

7-step FreJun Salesforce dialer setup in 15 minutes requiring no developer work and only admin-level access — step 1 takes 2 minutes to install FreJun from Salesforce AppExchange and click install; step 2 takes 3 minutes to connect numbers by mapping FreJun DIDs to Salesforce users and picking caller IDs; step 3 takes 3 minutes to map fields linking lead phone, contact mobile, and custom fields; step 4 takes 2 minutes to build a calling list using any Salesforce report or list view; step 5 takes 1 minute to set click-to-call so phone fields turn into one-click dial buttons; step 6 takes 3 minutes to configure logging by picking activity object, disposition picklist, and recording link; step 7 takes 1 minute to train and go live with a 5-minute agent walkthrough to start dialing from any view — total 15 minutes from install to first dial with zero code
FreJun’s Salesforce dialer is live in 15 minutes flat — 7 admin-only steps from AppExchange install to agents dialing from any Leads, Contacts, or Opportunities view, with zero developer involvement and full auto-logging from call one.

Phase 1: Account and Extension Setup (5 minutes)

Step 1: Create or Verify Your FreJun Super Admin Account

Visit frejun.com and sign up for a new FreJun account. During registration, select the Super Admin role. Verify your email address and complete your profile in the FreJun dashboard. If you already have a FreJun account with Super Admin privileges, proceed directly to Step 2.

  1. Navigate to product.frejun.com/signup and enter your business email
  2. Select Super Admin as your account role
  3. Verify your email address via the confirmation link
  4. Complete your profile and note that your FreJun email must match your Salesforce admin email exactly

Expected Outcome: You are logged in to the FreJun dashboard with Super Admin access. The left navigation panel shows Settings, Integrations, and Users options.

💡 Pro Tip: Use the same email address for your FreJun account and your Salesforce user profile. Mismatched emails cause call logs to be assigned to the org admin instead of the individual rep who made the call.

Step 2: Install the FreJun Chrome Dialer Extension

The FreJun Chrome extension is essential for click-to-call functionality from any Salesforce view. Without it, you will need to manually enter numbers in the FreJun dashboard, which eliminates the efficiency gains of a true sales dialer for Salesforce.

  1. Open Google Chrome and navigate to the Chrome Web Store
  2. Search for FreJun Chrome Dialler Plugin and click Add to Chrome
  3. Confirm by clicking Add Extension in the popup dialog
  4. Click the FreJun extension icon in the Chrome toolbar and log in with your FreJun credentials
  5. Pin the extension to the Chrome toolbar for quick access

Expected Outcome: The FreJun extension icon appears in your Chrome toolbar. When you open any webpage with phone numbers, a clickable dial button appears next to each number.

Step 3: Navigate to Settings Then Integrations in Your FreJun Dashboard

Log in to your FreJun dashboard and locate the Integrations section. This is where you will find the Salesforce connector alongside other available CRM and ATS integrations.

  1. Log in to your FreJun dashboard at app.frejun.com
  2. Click the Settings icon (gear icon) in the left navigation sidebar
  3. Select Integrations from the settings sub-menu
  4. Scroll down to locate the Salesforce integration tile

Expected Outcome: The Integrations page loads showing all available integrations. The Salesforce tile is visible with a blue Connect button.

Step 4: Connect Salesforce via OAuth Authorization

This step authorizes FreJun to sync call data to your Salesforce org. Only the Super Admin needs to complete this step, and the integration applies to all users in your FreJun organization automatically.

  1. Click the Connect button on the Salesforce integration tile
  2. FreJun redirects you to the Salesforce login page. Sign in with your Salesforce admin credentials if you are not already logged in.
  3. Review the permissions requested and click Allow to grant FreJun access to your Salesforce org
  4. Wait for the redirect back to the FreJun dashboard (typically 5 to 10 seconds)

Expected Outcome: The Connect button on the Salesforce tile changes to Disconnect, with a green checkmark or Active status indicator. This confirms the integration is live.

⚠️ Admin Only: Only the FreJun Super Admin can connect or disconnect the Salesforce integration. Individual team members will automatically benefit from the connection after this step is complete.

Step 5: Configure Auto-Contact Creation and Custom Field Sync

By default, FreJun logs calls to existing Salesforce contacts that match the dialed phone number. Furthermore, you can enable auto-creation of new contacts for previously unrecognized numbers, and sync additional custom data fields to Salesforce Tasks.

  1. On the Integrations page, locate the Salesforce tile and click the Customization icon (gear icon within the tile)
  2. Toggle on Create missing contact or lead if you want FreJun to auto-create Salesforce records for new numbers dialed
  3. To sync custom fields, add custom Task fields in Salesforce using the exact API names: call_recording__c, Call_Status__c, Call_Transcript__c, Client_Full_Name__c, Client_Phone_Number__c
  4. Save your customization settings

Expected Outcome: Your customization settings are saved. Calls to new numbers will now auto-create Salesforce leads or contacts, and custom field data will sync to Salesforce Task records.

💡 Pro Tip: Field labels in Salesforce can be anything you prefer, however the API names must match exactly as listed above for the sync to work. A mismatch in API names is the most common cause of missing custom field data in Salesforce Tasks.

Step 6: Enable Click-to-Call from Any Salesforce View

With the FreJun Chrome extension installed and Salesforce integration active, click-to-call is now enabled across all Salesforce pages. Therefore, your team can dial from Lead lists, Contact records, Account pages, Opportunity views, and even Salesforce reports.

  1. Open Salesforce in Google Chrome
  2. Navigate to any Lead, Contact, Account, or Opportunity record
  3. Locate the phone number field. A green dial icon from FreJun will appear next to the number.
  4. Click the dial icon to initiate the call directly. The FreJun dialer popup opens within Chrome.
  5. Complete the call and add notes and disposition in the FreJun popup after hanging up

Expected Outcome: A green FreJun dial button appears next to every phone number in Salesforce. Clicking it opens the FreJun dialer popup and initiates the call without leaving Salesforce.

Step 7: Run a Test Call to Verify the Integration

Before rolling out to your entire team, verify that calls log correctly in Salesforce. This step confirms that the OAuth connection is active and that call data is syncing as expected.

  1. Open a Salesforce Contact record with a known phone number
  2. Click the FreJun dial button to make a test call. Answer on another device if testing internally.
  3. End the call and add a brief note in the FreJun popup
  4. Navigate to the Activity History or Tasks section of the Salesforce Contact record
  5. Confirm that a new Task appears with Status: Completed, call outcome, and the FreJun recording URL

All Steps Complete. You have successfully set up FreJun as a sales dialer for Salesforce. Total time: approximately 15 minutes. Every call your team makes via FreJun will now auto-log to Salesforce as a Task. Next: configure team members and explore the auto-dialer for bulk outreach.

Automate Your Sales Calling with FreJun

You have successfully integrated FreJun with Salesforce. FreJun helps revenue teams auto-log calls, eliminate manual data entry, and close more deals with AI-powered insights:

  • ✅ Auto-log every call to Salesforce as a Task with zero manual entry
  • ✅ Click-to-call from any Salesforce view, including list views and reports
  • ✅ AI-generated call summaries and sentiment analysis for every conversation

Start your free 3-day trial: Try FreJun Free | Book a demo: Schedule Demo | View pricing: See Plans

Configuring Your Sales Dialer for Salesforce

Call Logging Settings

After completing the integration, additionally configure the following settings in FreJun to optimize call logging accuracy in Salesforce. These settings determine how call data is organized in your CRM and prevent common sync errors.

SettingDefaultRecommendedWhy Change
Auto-create missing contactsOffOnCaptures new leads automatically without manual CRM entry
Call recording syncOnOnStores recording URLs in Salesforce Task’s Call Result field
Call transcript syncOffOn (Pro plan)AI transcripts available in Salesforce for coaching and compliance
User email matchingAutoVerify manuallyPrevents call logs from defaulting to org admin instead of the rep

User Permissions and Team Rollout

Once the Super Admin connects Salesforce, all FreJun team members inherit the integration automatically. However, each user must install the FreJun Chrome extension on their individual Chrome browser and log in with their FreJun credentials. Furthermore, ensure that each user’s email in FreJun exactly matches their Salesforce user email to ensure correct Task ownership.

Connecting with Other Tools

FreJun integrates natively with Salesforce as well as several other CRMs and workflow tools. Therefore, if your team uses multiple platforms, you can manage all calling from a single FreJun dashboard while syncing data to each connected tool.

IntegrationAvailabilitySetup TimeDocumentation
Salesforce✅ Native15 minSetup Guide
HubSpot✅ Native10 minSetup Guide
Zoho CRM✅ Native10 minIntegration Directory
Zapier🔗 Via Zapier20 minIntegration Directory

Do not see your tool listed? FreJun supports 40-plus native integrations. Check the complete FreJun integration directory for all supported platforms.

Test That Your Sales Dialer for Salesforce Works

Test 1: Verify Click-to-Call from a Salesforce Contact

Navigate to a Salesforce Contact record. Confirm that the FreJun dial button appears next to the phone number field. Click the dial button to initiate a test call.

Success: The FreJun dialer popup opens within Chrome and the call connects without switching tabs.

Failure: The dial button does not appear. Check that the FreJun Chrome extension is installed and logged in. See Troubleshooting below.

Test 2: Verify Auto-Logging to Salesforce Tasks

After completing a test call, navigate to the Activity History section of the Salesforce Contact. Confirm a new Task has been created with the call outcome and recording URL.

Success: A Task appears in Salesforce with Status: Completed, call notes, and a recording URL in the Call Result field.

Failure: No Task appears in Salesforce. Check the OAuth connection status in Settings then Integrations. See Troubleshooting below.

Testing Checklist

  • FreJun dial button visible on Salesforce Contact and Lead pages
  • Test call connects and recording captures correctly
  • Salesforce Task created under the correct Contact with Status: Completed
  • Call recording URL visible in Salesforce Task under Call Result field
  • Task assigned to the correct Salesforce user (not the org admin)

Troubleshooting Common Issues with Sales Dialer Salesforce Setup

Issue 1: FreJun Dial Button Not Appearing in Salesforce

Symptoms: No green dial icon appears next to phone number fields in Salesforce. Click-to-call does not work on any Salesforce page.

Common Causes:

  • FreJun Chrome extension not installed or not logged in
  • Extension disabled for the Salesforce domain
  • Chrome browser cache is outdated

Solution:

  1. Click the FreJun extension icon in the Chrome toolbar and verify you are logged in
  2. Go to chrome://extensions, find FreJun, and ensure it is enabled
  3. Click the extension settings and confirm it is allowed to run on Salesforce URLs
  4. Refresh the Salesforce page after confirming extension status

Expected Result: After re-enabling the extension and refreshing the page, the FreJun dial button appears next to phone numbers in Salesforce.

🛡️ Prevention: Pin the FreJun extension to the Chrome toolbar so you can verify login status at a glance before each session.

Issue 2: Calls Not Logging to Salesforce Tasks

Symptoms: Calls complete successfully in FreJun but no Task appears in the Salesforce Activity History. The integration shows as Active in FreJun.

Common Causes:

  • Salesforce OAuth token expired and needs reauthorization
  • Phone number format in Salesforce does not match the dialed number format

Solution:

  1. Navigate to Settings then Integrations in FreJun and click Disconnect on the Salesforce tile
  2. Click Connect again to reauthorize via OAuth
  3. Make a new test call and verify the Task appears in Salesforce within 60 seconds

Expected Result: Calls auto-log to Salesforce Tasks immediately after completing the call and adding notes in the FreJun popup.

Issue 3: Tasks Assigned to the Wrong Salesforce User

Symptoms: Call Tasks in Salesforce are assigned to the org admin instead of the rep who made the call. As a result, individual rep performance metrics are inaccurate.

Solution:

  1. In FreJun, go to Settings then Users and verify each user’s email address
  2. In Salesforce, go to Setup then Users and verify that each user’s email matches their FreJun email exactly
  3. Update any mismatched emails and make a new test call

Expected Result: Tasks are now assigned to the correct Salesforce user corresponding to the rep who made the call.

Still stuck? Contact FreJun support at support@frejun.com.

Best Practices for Your Sales Dialer for Salesforce

Outbound sales lift chart after 30 days for a 12-rep Salesforce team using FreJun dialer — calls per agent per day increased from 48 to 152, a 217% increase; average connect time reduced from 42 seconds to 9 seconds, a 79% reduction; activities logged increased from 62% to 100%, a 38-point increase; meetings booked per week increased from 11 to 34, a 209% increase — net result is 2 SDR-hours saved per rep per day with full payback in week one
30 days after deploying FreJun’s Salesforce dialer, a 12-rep team tripled daily call volume to 152 per agent, cut connect time by 79%, reached 100% activity logging, and boosted weekly meetings booked by 209% — saving 2 SDR-hours per rep per day and paying back in week one.

1. Standardize Phone Number Formats in Salesforce

Why: FreJun matches dialed numbers to Salesforce contacts by comparing against the Phone and Mobile fields. Therefore, inconsistent number formats (such as spaces, dashes, or missing country codes) cause FreJun to create duplicate contacts instead of matching existing records.

Do this: Store all Salesforce phone numbers in E.164 format (for example, +919876543210). Run a Salesforce data quality report monthly to identify and correct incorrectly formatted numbers. Additionally, train your team to use this format when creating new contacts.

Avoid this: Storing numbers in multiple formats such as 91-9876543210, 9876543210, and +91 987 654 3210 within the same Salesforce org.

2. Use Call Dispositions Consistently

Why: Call dispositions (outcomes such as Interested, Not Interested, Callback Requested) sync to Salesforce Task records and power reporting dashboards. Inconsistent usage, however, makes pipeline reporting unreliable.

Do this: Define a standard set of call outcomes in FreJun before rolling out to your team. Train reps to select a disposition immediately after every call. Moreover, review the FreJun analytics dashboard weekly to identify reps who skip dispositions.

Avoid this: Leaving call outcome fields blank, which results in Salesforce Tasks with incomplete data and inaccurate pipeline forecasts.

3. Enable AI Transcription for Coaching

Why: FreJun’s AI call transcription captures every conversation verbatim and syncs the transcript to Salesforce via the Call_Transcript__c custom field. As a result, managers can review call quality without listening to full recordings, saving 70 percent of review time according to FreJun customer data.

Do this: Enable the transcript sync custom field in Salesforce and use FreJun’s AI insights dashboard to flag calls with negative sentiment for coaching. Furthermore, share AI-generated summaries with reps immediately after calls for self-coaching.

How FreJun Compares to Alternatives for Salesforce Dialing

This guide is based on FreJun’s experience deploying cloud telephony for 500-plus businesses across India, the UAE, and global markets, with verified data from G2 and Capterra as of 2026.

1. Pricing Advantage

FreJun’s Standard plan starts at $14.49 per user per month, which includes full Salesforce integration, click-to-call, auto-logging, and call recording. In contrast, many competitors charge significantly more for equivalent Salesforce dialer functionality.

FeatureFreJunRingCentralAircall
Salesforce Integration✅ Included✅ Included✅ Included
Click-to-Call✅ Chrome Extension✅ CTI Widget✅ Chrome Extension
AI Call Summaries✅ All plans❌ Add-on❌ Not available
Starting Price$14.49/user/mo$20/user/mo$40/user/mo

FeatureFreJunJustCallDialpad
Auto-dialer✅ Included✅ Pro plan+⚠️ Limited
Salesforce Task Auto-log✅ Real-time✅ Real-time✅ Real-time
G2 Rating4.9/5 (63 reviews)4.2/5 (1,000+ reviews)4.3/5 (750+ reviews)
Starting Price$14.49/user/mo$29/user/mo$15/user/mo

FreJun is rated 4.9 out of 5 on G2 and 4.7 out of 5 on Capterra, with users consistently highlighting ease of Salesforce integration and AI call insights as standout features. (Source: G2, Capterra, 2026)

For a detailed comparison of Salesforce-compatible dialers, read our Best Salesforce Dialers: Top 5 Compared guide or the Salesforce Dialer Pricing Guide.

The following concise answers are optimized for voice search queries about setting up a sales dialer for Salesforce.

How do I set up a sales dialer for Salesforce? Install FreJun, connect Salesforce via OAuth in Settings then Integrations, and install the Chrome extension for click-to-call. The entire setup takes 7 steps and approximately 15 minutes.

How long does it take to set up a Salesforce dialer? FreJun’s Salesforce dialer integration takes approximately 15 minutes for the Super Admin. Individual reps additionally need 5 minutes each to install the Chrome extension.

Can I dial from a Salesforce list view? Yes. FreJun’s Chrome extension adds a click-to-call button next to every phone number in Salesforce, including list views, reports, and filtered contact views.

Frequently Asked Questions About Sales Dialer Salesforce Setup

How do I set up a sales dialer for Salesforce?

To set up a sales dialer for Salesforce, create a FreJun Super Admin account, install the FreJun Chrome extension, and navigate to Settings then Integrations in your FreJun dashboard. Click the Salesforce Connect button and authorize via OAuth. The entire process takes 7 steps and approximately 15 minutes, after which every call auto-logs to Salesforce as a Task with call outcome and recording URL.

How long does Salesforce dialer integration take?

The FreJun Salesforce dialer integration takes approximately 15 minutes on average for the Super Admin setup. Individual team members additionally need 5 minutes each to install the Chrome extension and log in. Therefore, a 10-person team can be fully configured within 30 minutes. The OAuth connection is instant, with no developer assistance or API keys required.

Can I auto-dial prospects from a Salesforce list view?

Yes, FreJun’s Chrome extension adds a click-to-call button next to every phone number in Salesforce, including list views, reports, and filtered lead or contact views. For sequential auto-dialing from a Salesforce view, use FreJun’s auto-dialer feature by exporting the list and loading it into the FreJun dashboard. Additionally, see our guide on integrating autodialers with CRM systems for advanced workflows.

What if I do not have Salesforce admin access?

The Salesforce OAuth authorization in Step 4 requires Salesforce admin credentials. Contact your Salesforce System Administrator to complete this step. Once the Super Admin connects FreJun, however, all team members automatically benefit from the integration and can use click-to-call without admin access. Individual users only need to install the Chrome extension and log in to FreJun.

Does FreJun work with Salesforce Lightning and Salesforce Classic?

Yes, FreJun’s Chrome extension works with both Salesforce Lightning Experience and Salesforce Classic. The click-to-call button appears next to phone numbers on Contact, Lead, Account, and Opportunity records in both interfaces. Furthermore, call logging occurs automatically regardless of which Salesforce interface your team uses, as the integration operates at the API level.

Is my data secure with FreJun Salesforce integration?

Yes, FreJun uses 256-bit AES encryption for data in transit and at rest. The Salesforce integration uses OAuth 2.0, which means FreJun never stores your Salesforce credentials. Additionally, all call recordings and transcripts are stored securely with role-based access controls. Visit the FreJun security page for full compliance details.

What plan do I need for the Salesforce dialer integration?

The Salesforce integration is available on both the FreJun Standard plan ($14.49 per user per month) and Professional plan ($16.69 per user per month). CRM and ATS integrations, including Salesforce, are included on all paid plans. There is no add-on fee for the Salesforce connector. Compare plans on the FreJun pricing page.

Sales dialer Salesforce not working: how to fix?

The most common cause is an expired OAuth token. Navigate to Settings then Integrations in FreJun, click Disconnect on the Salesforce tile, and then click Connect to reauthorize. If the dial button is missing in Salesforce, verify that the FreJun Chrome extension is installed, logged in, and enabled for Salesforce URLs. Additionally, see the full troubleshooting section above for detailed solutions.

How do I find FreJun call logs in Salesforce?

FreJun call logs appear in Salesforce under the Activity History or Tasks section of the matched Contact or Lead record. Each log is created as a Task object with Status: Completed for answered calls and Status: Pending or Overdue for missed or unanswered calls. The call recording URL is stored in the Call Result field, which may be hidden by default and requires a Salesforce layout adjustment to display.

What to Do Next

You have successfully set up FreJun as a sales dialer for Salesforce, enabling click-to-call from any Salesforce view and automatic call logging for every interaction. Here is how to maximize the value of this integration:

1. Explore the FreJun Auto-Dialer for Bulk Outreach

For high-volume outbound campaigns, use FreJun’s auto-dialer to dial a list of Salesforce leads sequentially without manual clicks. Read our guide on how to set up an AI sales dialer with FreJun to configure automated outbound campaigns with call queues, dispositions, and follow-up workflows.

2. Learn Advanced Salesforce Calling Features

3. Get Help When Needed

Ready to transform your Salesforce outbound calling workflow? Start your free 3-day trial | Talk to Sales

Content Refresh Schedule

Last verified: April 2026 on FreJun Professional account (Chrome Extension v2.4+, FreJun dashboard v1.9+). FreJun updates its dashboard UI quarterly. In the event that screenshots differ from what you see in your account, the step sequence remains the same. If navigation paths change significantly, contact support@frejun.com for updated instructions.

Scheduled review dates: July 2026 | October 2026 | January 2027. At each review, all screenshots, navigation paths, pricing figures, and API field names are verified against the live FreJun product. Consequently, this guide remains accurate for teams setting up a sales dialer for Salesforce at any point during the year.