How to Connect Salesforce to Cloudcall

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to install CloudCall from Salesforce AppExchange into your org.

Quick summary

This tutorial shows how to install CloudCall for Salesforce directly from Salesforce AppExchange, walking through sandbox setup, login, domain configuration, and package installation. Once complete, the installed package is accessible under Settings > Advanced Setup > Installed Packages.

Steps

Go to Salesforce AppExchange and search for CloudCall for Salesforce.
On the app listing page, click the Get it now button.
Select the Try in Sandbox option to continue.
Enter your contact information and click Continue to Installation.
Log in and proceed to install the application.
Click Use Custom Domain to add your Salesforce domain.
Enter your Salesforce domain and click Continue.
Choose who you are installing the app for and click Install.
If prompted, approve Third Party Access and click Continue.
Find your app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Integrating CloudCall with Salesforce gives sales and support teams a native telephony experience directly inside their CRM, eliminating the need to switch between tools. Every call is automatically logged against the right contact or account, ensuring complete activity records without manual data entry. The CloudCall Salesforce integration enables click-to-dial, call recording, and real-time call notes, all within Salesforce Lightning. For revenue teams evaluating a Salesforce-native calling solution, CloudCall reduces admin overhead and improves call data accuracy at scale.

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