This outline may be used as general guidelines for implementation of PowerDialer for salesforce.com. The Implementation process is fairly simple, and can usually be accomplished within an hour.

The following steps will guide you through the implementation process:

1. Send the following information to your Insidesales.com representative
   1. Salesforce.com Organization ID
      1. This is found in the Company Information section of your setup page
   2. Salesforce.com Usernames and Passwords for all PowerDialer users for authenticating through the salesforce Web Services API
      1. Usernames and Passwords may also be manually entered by you. Salesforce.com employs location security to prevent login from any unidentified computer, which prevents even us from logging into your org unless specifically granted access. Your login credentials are used by the InsideSales.com system exclusively to gain access to the salesforce.com web services API
2. Navigate to the AppExchange to install the PowerDialer for salesforce Package
   1. A package is a term salesforce.com uses to describe all the custom components that make up our PowerDialer integration with salesforce. We put them all together and bundle them up in a package to distribute as a product to salesforce.com users. Access to this package is given through a unique URL, which directs users to login to their salesforce.com account to proceed with installation. Clients will also need a password to proceed with installation of the package.
   2. The installation download can be accessed through our AppExchange listing at http://sites.force.com/appexchange/apex/listingDetail?listingId=a0N30000...
      1. Click the “Get It Now” button to start installing package
   3. The installation password is provided by your insidesales account manager. If you do not have an account manager, or are setting up a demo account, please contact InsideSales.com at (866) 342-5370 to have an Account Manager finish setting up your account and issue you an installation password.
   4. The installation process is executed by simply following a five to six step wizard, depending on options, in salesforce.com.
      1. When clients are prompted, direct them to allow access to all users and deploy all items in the package now.
   5. Display dialer components in Salesforce.com
      1. To display the Manage and Create List buttons:
         1. Click “Setup” link at the top of the page
         2. On the left hand side in the sidebar click the “Customize” link
         3. Below the “Customize” link, click the “Leads” or “Contacts” link
         4. Below the “Leads” link, click the “Search Layouts” link
         5. Edit the “Leads List View” layout
         6. Add the “Manage Lists” and “Create List” buttons to the layouts and save
         7. Follow this same process for both Leads and Contacts layouts
      2. Display the Insidesales Username and Password custom fields
         1. These fields are used to automatically log into the dialer when creating a list, managing lists, and loading the dialer
         2. These fields are displayed in the personal information of each Salesforce.com user using the dialer
         3. To display these fields:
            1. Click on the “Setup” link at the top of the page
            2. Click the “View Installed Packages” link on the left sidebar
            3. Click on the installed Dialer package
            4. Click on the Insidesales Username package item
            5. Click “View Field Accessibility” button
            6. Edit the Field Accessibility by clicking the “Hidden” attribute and checking the “Visible” Checkbox, and save.
            7. Follow the same process for the InsideSales Password package item
            8. If these fields do not display, you must assign licenses for the package in the next step below before being able to view the custom fields
   6. Manage license assignment of the package
      1. Navigate to view the installed dialer package once more
      2. Click the link to “Manage Package Licenses”
      3. Assign Dialer Licenses to the appropriate users
      4. This requires the permission to “Manage Package Licenses” as an administrator. If you do not have this permission, see your salesforce.com administrator or contact salesforce.com support.
   7. Allow Network Access to the Insidesales.com servers
      1. Click “Security Controls” under the Administration Setup section of the Setup page
      2. Click “Network Access”
      3. Click “New” to add a Trusted IP Range to your Organization
         1. The IP Range you will add is 64.90.204.227- 64.90.204.235
   8. Setup a new remote site in salesforce.com
      1. For Salesforce.com to pass data to the Insidesales.com PowerDialer, a new remote site must be added to the Security Section
      2. Navigate to the Remote Site Settings link on the left sidebar
      3. Click the “New” button to add a new remote site
      4. The new remote site is the following: https://sforce.insidesales.com
      5. This will allow your salesforce.com site to communicate with Insidesales.com
   9. Activate the Dialer in the tab inside salesforce.com
      1. Click on the last tab on the right with only a small right facing arrow
      2. Click the red button to Edit Tabs
      3. Add the Dialer to Active tabs
3. Setup your InsideSales.com site to map to your salesforce.com org
   1. Login to your InsideSales.com subdomain given to you by your Account Manager. Your site URL will look something like this [company].insidesales.com.
      1. Input Salesforce Credentials in Company Information
         1. Click on the Administrative Tab
         2. Click on the Company Profile dropdown and select the Company Information link
         3. Edit your Company Information and scroll to the bottom of the page
         4. Input your Salesforce Username and Salesforce Password in the appropriate fields
         5. Inputting a username and password in these fields creates a company default for the PowerDialer for Salesforce. Individual users will input their salesforce.com usernames and passwords in the next step. If they neglect to input their information in their own personal information setup, the PowerDialer will default to the username and password stored in the Company Information field, allowing the dialer to operate.
      2. Input Salesforce Credentials in Personal Information
         1. Click on the Administrative Tab
         2. Click on the Personal Information link at the top of the page
         3. Edit your personal information and scroll to the bottom of the page
         4. Input your unique salesforce.com username and password in the appropriate fields
         5. NOTE:Any time your username and password in salesforce.com changes, this will break your integration with InsideSales. Please remember to update your credentials in InsideSales any time they are changed in salesforce.com.
   2. Map Salesforce Users
      1. Click on the Administrative Tab
      2. Click on the Manage Employees Dropdown and Map Salesforce Users link
      3. Map the users on the left in InsideSales to the dropdown on the right from salesforce.com
      4. Click Save when done
      5. NOTE:Users must be mapped on a one-to-one basis. You cannot map multiple salesforce users to the same user in InsideSales. This will break the integration.
      6. NOTE:If you see a blank screen, or a "Page Cannot be Displayed" error when clicking the Map Salesforce Users link, your salesforce username and password are incorrectly entered into InsideSales.com. Please see step i. and ii. above under Input Salesforce Credentials.
   3. Map Salesforce Fields
      1. Click the Administrative Tab
      2. Click on the Mange Fields and Labels dropdown
      3. Click the Map Salesforce Fields link
      4. Starting with Name Prefix, select the appropriate Lead and Contact fields to map to the corresponding fields in InsideSales.com.
      5. NOTE:Many fields may not need to be mapped and are for InsideSales internal purposes only. For Example: Call Now will never be a mapped field in salesforce.com. This is only one example of a number of fields you see in the list that will never need to be mapped. To make things simple, keep it to the basic fields at first and add fields as needed.
      6. Click Save when done
      7. NOTE:Fields must be mapped on a one-to-one basis. You cannot map multiple salesforce fields to the same field in InsideSales. This will break the integration. For Example: to map the state field, you must choose either Billing State or State Abbrev for the state field to map to, not both.
      8. NOTE:Pay close attention to the type of field. The PowerDialer for salesforce.com cannot write to read-only fields in salesforce.com. If you plan on modifying a field in the dialer, be sure to map that field to an editable field in salesforce.com.
      9. NOTE:If you see a blank screen, or a "Page Cannot be Displayed" error when clicking the Map Salesforce Fields link, your salesforce username and password are incorrectly entered into InsideSales.com. Please see step i. and ii. above under Input Salesforce Credentials.
4. If you have done everything right, you should now be able to use the PowerDialer in salesforce.com.
   1. Navigate to a list of leads or contacts
   2. Select one or more records by checking the box to the left of the record
   3. Click the “Create List” button
   4. Give the list a name and click “Save”
   5. You can then either “Launch” the list or Close the window
   6. To see the list you have just created or load it later, simply click the “Manage Lists” button, located next to the “Create List” button.