---
title: "Dialer campaigns"
slug: "salesforce-dialer-campaigns"
description: "Run your outbound Dialer campaign using Salesforce to provide the calling list."
updated: 2025-09-23T13:08:52Z
published: 2025-09-23T13:08:52Z
canonical: "docs.voiso.com/salesforce-dialer-campaigns"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiso.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dialer campaigns

**Who should read this article**: All users

Run your outbound Dialer campaign using Salesforce to provide the calling list.

## Use Case: Running a Dialer campaign using your Salesforce leads

**Who should read this article**: Administrators, Supervisors

If you have [integrated your Salesforce org](/v1/docs/salesforce-quick-setup-guide) with Voiso, the outbound [Dialer](/v1/docs/outbound-dialer-campaigns) can use any campaigns you create in Salesforce as a source for the calling list.

You can create two types of Dialer campaigns, standard and live:

- In a *standard* campaign, Dialer uses the current members of your campaign as its calling list. Once it has called all the members of the campaign, the campaign ends.
- In a *live* campaign, Dialer actively polls your Salesforce campaign and dials new members as you add them. The Dialer campaign remains active until you end it manually.

Here are the steps to run a Dialer campaign using a Saleforce campaign as a source for the calling list:

1. In Salesforce, create and populate a campaign.
2. In Voiso, create a [Dialer campaign](/v1/docs/outbound-dialer-campaigns-overview) by navigating to **Outbound > Dialer Campaigns** and clicking **Add campaign**.
3. Complete the campaign setup on the **Add dialer campaign** page. For information about setup options, refer to [Adding a new campaign](/v1/docs/outbound-dialer-adding-a-new-campaign).
4. On the **Add dialer campaign** page, scroll down to the **Calling list** section and select **Salesforce CRM** as the calling list method.
5. Select your Salesforce campaign from the **Salesforce CRM campaign** menu.
6. If you selected **Live campaign** in the **General** section, specify a poll interval. The poll interval is how often Dialer checks your Salesforce org to find new contacts to add to the calling list.  

![CRM Salesforce Calling List](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/CRM%20Salesforce%20Calling%20List.png)
7. Save the campaign.
8. When you are ready for your campaign to begin, navigate to the **Outbound > Dialer campaigns** page, find your campaign and click **Start**.  

![CRM Salesforce Making a Live Campaign Active Masked](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/CRM%20Salesforce%20Making%20a%20Live%20Campaign%20Active%20Masked.gif)

## Use Case: Handling a Dialer campaign call in Salesforce

**Who should read this article**: Agents

When your administrator or supervisor creates a Voiso Dialer campaign, you will handle the calls in Salesforce.

This short video shows you the basic steps of how to join a campaign and handle a call.

[Video](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/CRM%20Salesforce%20Handling%20a%20Live%20Campaign%20Call%20Masked.mp4)

1. Sign in to your Salesfoce org.
2. Click the **Voiso Phone** icon and sign in to your Voiso account.
3. Set your status to **Available**.
4. Click the **Campaigns** icon.
5. When your administrator or supervisor activates a campaign you are assigned to, you receive a notice that the campaign is ready to be joined. Click the name of the campaign on the **Join to a campaign** page in [Agent Panel](/v1/docs/agent-panel).
6. Your status automatically changes to **Dialer – Waiting**.
7. When a call is routed to you, you are connected to the contact. The contact record automatically screen-pops in Salesforce.
8. Handle the call according to the business policies of your organization.
9. When the campaign is paused or ended, your automatically leave the campaign.
10. A task is created automatically for the call. You can view the call history by clicking it in the Tasks list.

## Related

- [Salesforce overview](/crm-salesforce.md)
- [Dialer campaigns](/outbound-dialer-campaigns.md)