# Talkdesk for Salesloft — Prerequisites & Compatibility

Use this checklist to confirm your environments are ready before installing.
Every item is required unless marked optional.

---

## Salesloft requirements

| Requirement | Notes |
|---|---|
| Salesloft admin access | Needed to install the app, open its setup page, and configure the dialer. |
| Webhook Dialer available and selectable | The integration is invoked as a webhook dialer target. If your instance cannot select a webhook dialer, the click-to-call path will not work. |
| Users who will dial exist in Salesloft | Each dialing user must be mapped to their Talkdesk identity during setup. |
| Salesloft Conversations *(optional)* | Only required if you want recordings transcribed and available for coaching. Call logging and recording attachment work without it. |

---

## Talkdesk requirements

| Requirement | Notes |
|---|---|
| Talkdesk account in the **US region** | The integration currently connects to Talkdesk's US API region only. Accounts in other regions are not supported at this time. |
| Your Talkdesk **account name** (subdomain) | Entered during setup; used as the base for API requests. |
| A Talkdesk **OAuth client** using the client-credentials grant | You provide its client ID and client secret during setup. |
| That OAuth client authorized to: read users, read call recordings, and start Studio Flow interactions | Missing any one of these disables a corresponding feature — see *Permission-to-feature mapping* below. |
| A **Talkdesk Studio Flow** containing a Request Direct Callback step | This is what actually dials the customer and connects the agent. The integration invokes your flow; it does not create one for you. |
| The Studio Flow's **invocation URL** | Entered during setup. |
| At least one **outbound phone number** provisioned in Talkdesk | Used as the caller ID shown to customers. |
| Talkdesk **Connections** automation available | Used to post call dispositions back to Salesloft after each call. |
| Agents exist in Talkdesk with email addresses | Calls are assigned to agents by email, so each dialing Salesloft user needs a corresponding Talkdesk agent. |

---

## Permission-to-feature mapping

If you are scoping the Talkdesk OAuth client narrowly, this is what each
permission enables:

- **Start Studio Flow interactions** — click-to-call. Without it, no calls can be placed.
- **Read users** — resolving the agent to assign a call to. Without it, calls cannot be attributed.
- **Read call recordings** — attaching recordings to Salesloft. Without it, calls still log; recordings do not attach.

---

## Studio Flow expectations

Your flow must accept the values the integration passes in as context
variables, and use them to place the callback. Two constraints are worth
knowing before you build it:

- Context variables the flow has **not declared** are silently discarded, so
  every value the integration sends must be declared as an input on the flow.
- The **outbound caller ID** is supplied by the integration as a context value
  and must be wired into the callback's caller-ID parameter — it is not the
  agent's own direct-dial number.

---

## What you will need on hand during setup

Collect these before you begin; the setup page asks for all of them:

1. Talkdesk account name (subdomain)
2. Talkdesk OAuth client ID and client secret
3. Talkdesk Studio Flow invocation URL
4. Default outbound phone number (caller ID)
5. The callback token Salesloft generates when you create the webhook dialer
6. *(Optional)* A list of users to map — Salesloft email, Talkdesk email, and
   an optional per-user outbound caller ID

Steps 5 and 6 are covered in detail in the **Admin Setup Guide**.

---

## Known limitations

Read these before committing — each is a current product constraint, not a
configuration problem.

- **US Talkdesk region only.** Other Talkdesk regions are not supported at this time.
- **Outbound click-to-call only.** Inbound calls are not logged to Salesloft by this integration.
- **No screen pop.** The integration does not open a record in Salesloft when a call arrives.
- **Recordings attach shortly after the call, not instantly.** Talkdesk finishes
  processing a recording after the call ends, so attachment is eventually
  consistent — usually within a couple of minutes. See **How Call Logging Works**.
- **Per-agent caller IDs are managed in this integration, not read from Talkdesk.**
  Talkdesk associates phone numbers with queues rather than with individual
  agents, so the integration holds the per-user caller-ID mapping. Changing a
  number in Talkdesk does not change what this integration sends.
- **Availability is granted per Salesloft instance.** Contact Salesloft to have
  the integration enabled for your instance.

---

## Ready to install?

If every item above is satisfied, continue to the **Admin Setup Guide**, which
walks through the four configuration sections in order.

---

*Talkdesk and Salesloft are trademarks of their respective owners. Talkdesk
plan entitlements and available APIs are determined by your Talkdesk agreement
— confirm with Talkdesk if you are unsure whether your plan includes API
access, Studio, or Connections.*