---
title: "Install Symbo Dialer Salesforce App"
description: "Install and configure the Symbo Dialer natively in your Salesforce instance"
url: https://help.symbo.ai/en/articles/8498521-install-symbo-dialer-salesforce-app
collection: "CRM"
updated: 2026-05-20
language: en
---

# Install Symbo Dialer Salesforce App

Install and configure the Symbo Dialer natively in your Salesforce instance

This guide will show you how to install the Symbo dialer in Salesforce to use native click-to-call and to access the Symbo dialer from the Utility Toolbar.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164341_3406.png)

## Step 1: Connect Salesforce CRM to Symbo

From the Symbo dashboard, connect Salesforce to Symbo. This will allow for calls to log back to Salesforce records. The following help doc provides instructions for connecting your CRM: [https://help.symbo.ai/en/articles/7260438-connecting-your-crm-to-symbo](https://help.symbo.ai/en/articles/7260438-connecting-your-crm-to-symbo.md)

## Step 2: Install the Symbo Dialer App

1) Paste the following link in your browser:

[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002DHHw](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002DHHw&isdtp=p1)

2) Login to Salesforce using a **_System Administrator_** profile.

3) You will be presented with a screen to approve the installation.

4) Once installed, in Salesforce navigate to **_Setup_** -> **_Call Center_** -> **_Call Centers_**. Then click on **_Symbo Call Center Adapter Open CTI_**.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164342_5558.gif)

5) Click the manage **_Manage Call Center Users_** button.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164341_9355.png)

6) Then click the **_Add More Users_** button. **_Find_** the users you would like to have access to the dialer and then **_Add to Call Center_**.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164342_0078.gif)

7) Open the **_Symbo Dialer for Lightning_** app to access the dialer.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164342_6394.gif)

##   
Step 3: Add Symbo to Trusted URLs

1) In Salesforce, navigate to **_Setup_** -> **_Security_** -> **_Trusted URLs_**

2) Click **_New Trusted Site_**.

![](https://staticfiles.gleap.io/ghelparticle/Cm8lM2YvPYCZ78MheTDBd3SiaIPjk2MXMkSTltSUekWszFhI5hEG56PYZdCJpkEtCbviKO9gsv7.png)

2) Enter the following:

-   **Trusted Site Name:** Symbo App
    
-   **Trusted Site URL:** \*.symbo.ai
    
-   Check **“Active”**.
    
-   Check all CSP Directives
    

Note: **_Do not_** check **_microphone_** on the trusted URL page.

![](https://staticfiles.gleap.io/ghelparticle/HulO6JBAOiOXJobLae6PezQk608OHcOunoxhB2YQYj6YOeOilfk9zKU33iJz6bcdxogA2Rz5BHv.png)

3) Click **_Save_**

## Step 4: Add the Dialer to your other Lighting Apps (optional)

You may want to use the Symbo dialer in other Lightning apps that your team has configured. The following steps will walk you through an example of adding the dialer to the **Sales Console** app. The steps would be the same for any other Lightning app.

1) In Salesforce, navigate to **_Setup_** -> **_Apps_** -> **_App Manager_**

2) Select **_Edit_** from the dropdown in the **_Sales Console_** row from the table

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164341_3379.gif)

3) Select **_Utility Items_** from the left navigation pane. Then press **_Add Utility Item_** and search for **_Open CTI Softphone_** from the dropdown menu. Then **_Save_** the new configuration.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164342_8302.gif)

4) The Symbo Dialer will now be available in the **_Utility Toolbar_** in the **_Sales Console_** app.

* * *

## That's a wrap!

Let us know if you have trouble or questions while configuring the Symbo Dialer for Lighting in your Salesforce instance. You can reach us at [team@symbo.ai](mailto:team@symbo.ai).