📋 Summary

This video walks through how to manage and create voicemail recordings for use in PhoneBurner dial sessions, and how those recordings can be accessed and edited directly within Salesforce. With this feature, users can seamlessly:

• Record new voicemails by phone, browser, or file upload,

• Access the voicemail library inside both Salesforce and PhoneBurner,

• Rename, download, or delete voicemails,

• And ensure that voicemails are readily available for one-click use during dial sessions.

This functionality boosts efficiency and makes voicemail management easy and centralized, whether working in PhoneBurner or Salesforce.

🏷️ Tags

PhoneBurner, Salesforce, voicemail recording, outbound sales, voice library, call automation, sales enablement, CRM integration, dialer setup

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello there, and thank you for taking a moment to watch this video.

In this training, we’re continuing our Salesforce integration training for PhoneBurner®.

As always, this is part of a broader series—so if you haven’t watched these in order, I highly recommend going back and starting from the beginning.

Topic: Voicemail Recordings

If you’ve already watched the training on Named Credentials and API Keys, then you know that PhoneBurner lets you manage voicemail recordings directly inside Salesforce.

Within Salesforce:

• You can listen to voicemail recordings,

• Rename them,

• And even access instructions to record new voicemails via phone without switching over to the PhoneBurner UI.

🔒 Note: Don’t use the example PIN shown—this one is tied to my personal account.

For Users Who Prefer the PhoneBurner Interface

You can also manage voicemails from inside the PhoneBurner platform.

1. Click your initials in the upper right.

2. Go to Dial Session Settings.

3. Then click on Voice Library.

There, you’ll see your entire voicemail list—which matches what you see in Salesforce.

To add a new voicemail, you have three options:

• Record using your browser/headset,

• Upload an audio file,

• Or call in by phone using the provided instructions and PIN.

The phone instructions mirror what you see in Salesforce, although PhoneBurner displays two numbers to choose from.

For this example, I’ll upload an audio file:

• Select a file,

• Click Save,

• The recording appears in your list, complete with a creation date.

From here, I can listen, download, or delete that voicemail.

Syncing with Salesforce

Now, jumping back to Salesforce:

• After a refresh, you’ll see the new voicemail listed.

• You can then rename it right from Salesforce (for example, change “09/28/2025 10:43 AM” to “Voicemail – Pricing Follow-Up”).

• Don’t forget to click Save after renaming!

🔁 Changes made in Salesforce sync back to PhoneBurner, keeping everything consistent.

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And that’s how easy it is to manage voicemail recordings for PhoneBurner dial sessions.

Whether you're in Salesforce or PhoneBurner, it's fast, intuitive, and fully integrated.

Thanks again for watching, and as always—happy dialing!

🎵 [Music Outro]