Salesforce Telephony in Minutes: A Step-by-Step Guide with Quakker

Looking for the fastest way to enable telephony in Salesforce? Whether you’re a sales team leader, admin, or operations manager, this guide shows you exactly how to set up a modern Salesforce telephony solution using Quakker — the ultimate plug-and-play SIP-WebSocket connector for Salesforce.

Unlike traditional CTI systems, Quakker doesn’t lock you into a specific vendor. It’s fast, open, secure — and best of all, you’ll be up and running in minutes.

Prerequisites

Before starting, make sure you have:

• A Salesforce organization (Developer, Sandbox, or Production)

• A Trailblazer account to access AppExchange

• A VoIP provider that supports SIP-over-WebSocket (e.g., Twilio, CloudTalk, VoIP.ms)

• Basic Salesforce admin permissions

Need a VoIP suggestion? Just confirm your provider supports wss:// — that’s all Quakker needs to connect.

Step 1: Install Quakker from AppExchange

Quakker is listed on Salesforce AppExchange and installs like any trusted Salesforce extension.

1. Visit Quakker on AppExchange

2. Click „Get It Now”

3. Choose your environment (sandbox or production)

4. Approve permissions and complete the install

Need help? Watch this short video:
Quakker Installation Guide – YouTube

Or follow the official step-by-step tutorial:
Quakker Installation Documentation

Step 2: Configure CSP & Lightning Web Security

To enable voice traffic from within Salesforce, update your org’s security settings.

1. Go to:
   Setup → CSP Trusted Sites
   Add your VoIP provider’s secure WebSocket address (e.g., wss://yourprovider.com)

2. Visit:
   Setup → Session Settings
   Disable “Enhanced Lightning Web Security” temporarily if needed for testing

3. (If applicable) Add your VoIP API domain under Remote Site Settings

4. Assigning Permission Set to Users

5. Add custom fields to Task Layout

6. Set Sharing Settings for Quick Campaign

Configuration help:
Security Settings in the Quakker Guide

Step 3: Create a Call Center & Enable Click-to-Dial

Quakker enables native call handling within Salesforce with minimal configuration.

Call Center Setup

1. Use the XML provided by Quakker during installation

2. Go to:
   Setup → Call Centers → Import
   Then link users to the new call center definition

Enable Click-to-Dial

1. Visit:
   Setup → Salesforce Classic Settings

2. Enable “Click-to-Dial” under Call Center Settings

You can now make instant calls directly from any phone field in Salesforce objects like Leads, Contacts, or Accounts.

Watch how it works:
Click-to-Dial Demo – YouTube

Setup guide with field mapping:
Click-to-Dial Documentation

Step 4: Add Quakker to the Utility Bar & Assign Permissions

To give users access to the Quakker dialer from anywhere in Salesforce Lightning:

1. Go to:
   App Manager → Select Your App → Edit

2. In the Utility Bar, add the Quakker Phone component

3. Change label Quakker Phone to Quakker (Offline)

4. Set the panel height and width to 1 pixel

Make sure to assign the “Quakker Phone User” permission set to any agents or users needing access.

Full instructions here:
Utility Bar Setup – Quakker

Troubleshooting Tips

Still stuck? Get support or chat with our team via
Quakker LinkedIn Page

Why Teams Choose Quakker

• Instant setup – live in under 30 minutes

• SIP‑WebSocket compatible – works with any VoIP provider

• Secure & compliant – all data stays inside Salesforce (GDPR, DORA, NIS2-ready)

• Click-to-dial, call pop-ups & logging – natively within Salesforce

• No third-party storage or manual syncing required

A Complete End-to-End Solution with VoIPstudio

For teams that want to start calling from Salesforce instantly — without searching for compatible providers or configuring complex infrastructure — Quakker now offers a fully integrated experience through its strategic partnership with VoIPstudio.
Together, Quakker and VoIPstudio deliver a unified, cloud-based communication system where voice and SMS capabilities are natively embedded in Salesforce.
From click-to-call and inbound screen pops to automatic call logging and real-time analytics, everything works out-of-the-box.
There’s no middleware, no manual syncing, and no guesswork. This bundled solution is ideal for small and, mid-sized businesses and regulated industries that require secure, encrypted calling with compliance to GDPR, NIS2, and DORA.
With VoIPstudio handling the global telephony infrastructure and Quakker taking care of the native Salesforce integration, your team gets a seamless end-to-end system that’s ready to go in minutes.

What Our Users Say

“We connected our entire sales team in under half an hour. Quakker just works.”
– Growth Director, Flight-Sales Company

“It’s the most straightforward Salesforce telephony tool I’ve tested — no long onboarding, no vendor lock-in.”
– Salesforce Admin, SaaS CRM Company

Start Calling Smarter Today

Start your free trial and bring real-time voice into your Salesforce org in minutes.

Visit: quakker.cc
AppExchange: Quakker on Salesforce AppExchange
Follow us: Quakker on LinkedIn
Watch the setup: Quakker Installation Video