📋 Summary

This video walks Salesforce admins through the installation process of the PhoneBurner app from the Salesforce AppExchange. It covers the required prerequisites, the step-by-step installation, and what to expect after the install is complete.

Key steps include:

• Verifying that Enhanced Notes is enabled (a required setting for PhoneBurner to function properly),

• Navigating to the Salesforce AppExchange,

• Locating the PhoneBurner app and clicking “Get It Now”,

• Choosing to install for all users (recommended),

• Completing the install and verifying that the app appears under Installed Packages.

This video serves as the essential first step in a larger series to get your Salesforce and PhoneBurner systems working together seamlessly.

🏷️ Tags

PhoneBurner, Salesforce, Salesforce AppExchange, app installation, outbound sales, CRM integration, admin guide, dialer setup, Salesforce apps, sales automation

📝 Cleaned-Up Transcript

🎵 [Music Intro]

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

In this training, we’re going to talk about how to install the PhoneBurner® app into your Salesforce environment.

We’ve all been there—looking at a long list of leads or contacts in Salesforce, thinking, “It sure would be nice if I could power through these calls faster.”

Well, with PhoneBurner, you can—and installing the app is super simple.

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Step 1: Admin Permissions & Prerequisites

✅ First, make sure you are a Salesforce admin—you’ll need that access to install apps.

✅ Second, make sure you have Enhanced Notes enabled. Here’s how:

• Click the gear icon in the top-right → click Setup.

• In the Quick Find, search for “Notes”.

• Click Note Settings.

• Make sure “Enable Notes” is checked → then Save.

This is required for the PhoneBurner app to function properly.

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Step 2: Install from Salesforce AppExchange

• Click on the App Launcher → click View All.

• Select “Visit AppExchange.”

📌 Tip: It’s best to open the full AppExchange site instead of using the pop-up window.

• Search for PhoneBurner in the AppExchange.

• Click on “Get It Now.”

• Log in when prompted.

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Step 3: Installation Options

You’ll be asked whether to install for:

• Admins only,

• Specific profiles, or

• All users (recommended).

We recommend selecting Install for All Users, unless you have a specific reason to restrict access.

🔐 If you install for Admins or select profiles, you’ll need to configure additional permissions after installation.

• Click Install.

• If it takes a few minutes, you may see a message saying it’s running in the background.

• Click Done.

By the time you’re back on the Installed Packages page, you should see PhoneBurner listed.

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And that’s it!

🎉 You’ve successfully installed the PhoneBurner app in your Salesforce org.

But this is just the beginning—there’s much more training ahead to help you unlock all the time-saving, high-performance calling features that PhoneBurner brings to your Salesforce environment.

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

🎵 [Music Outro]