How to set up Salesforce integration with KrispCall

Integrating your Salesforce account with KrispCall brings your calls, messages, and customer data together in one place. The KrispCall x Salesforce integration makes it easy to keep track of every interaction, automate call and message records, and help your team work more efficiently.

Pre-requisites

• API access must be enabled in Salesforce for all users who will use the integration.
• Salesforce Enterprise, Unlimited, Developer, or Performance editions include API access; Professional Edition requires an API add-on. The integration works with all KrispCall subscription plans; each user must have an active KrispCall account.
• The person setting up the integration must be a System Administrator in Salesforce, and the person authorizing the connection must be an Account Owner (Manager role) in KrispCall.
• The email address in Salesforce should match the email address in KrispCall for proper user mapping and call logging.
• Salesforce accounts must be active and not restricted by IP login ranges or security settings that block API calls from KrispCall.
• Any “Login IP Ranges” or “Two-Factor Authentication” rules in Salesforce must allow API access for KrispCall.
• Use an updated web browser (Chrome, Edge, or Firefox recommended).
• Allow KrispCall and Salesforce domains through your firewall or security software to avoid connection issues.

How to Integrate KrispCall Account with Salesforce?

Here are the steps that help you integrate your KrispCall account with KrispCall: 

Step 1: Log in to your Salesforce account.

Step 2: Before starting the integration process, you’ll need to install the KrispCall package. 

Step 3: After clicking on the link, the Salesforce account login page pops up, enter your credentials, and log in. 

Step 4: Then, the “Upgrade KrispCall” interface pops up, where you get to choose the preferred users for whom you want the integration. 

Step 5: Now, you’ll need to tick (✔️) and press “Upgrade” or “Continue,” whichever option comes at the bottom right of the interface. (Upgrade options show when the package is an old version)

Step 6: Once this installation process is complete, navigate to “Setup” by clicking on the settings icon. 

Step 7: Search for call centers in the Quick Find. Then, click to continue.

Step 8: Continue with KrispCall CTI Call Center and go to manage users.

Step 9: Click on add more users and click on the find button. Select the user from the list and click on “add it to the call center.”

Step 10: Now, search “App manager” in the setup and find sales lighting inside the App Manager. Then click on the edit option as shown below:

Step 11: Now, you have to go to Utility Items > Add utility item as OPEN CTI softphone. Give the label name, width, and height of the dialer and save it. 

Step 12: Finally, the user should be able to view the dialer on the Salesforce sales page. 

Updated on: 08/08/2025