The parallel dialer for Salesforce
Your SDRs call your Salesforce list views and tasks in Minari, the parallel dialer for B2B sales teams, up to 5 numbers at a time. Leads or contacts, every call goes back to Salesforce with its outcome, AI summary and the rep’s notes: nothing to log.
VP Sales US 50-200
248 contacts
- Connected 41
- Attempted 68
- Pending 139
- Voicemail
Marcus Lindqvist
- Meeting booked
Grace Holloway
- Connected
Priya Natarajan
- Voicemail
Owen Castellano
- Voicemail
Hannah Okafor
- Contacts from your Salesforce list view
Call logged in Salesforce
Grace Holloway
Head of Sales · Corvane
Outbound call - Meeting booked
Elena Varga logged a call
Demo booked for Thursday with their RevOps lead. 14 SDRs calling from Salesforce today, connect rate down since spring. Wants to test parallel dialing with one team first.
Before the call
Call your Salesforce list views, no exports
The list views of your leads and contacts, the ones your team already uses. Your SDR picks a view and starts a session, and can pick it up later where they left off.
List views
- VP Sales US 50-200Contacts
- Webinar no-shows Q4Leads
- Ops leaders UKContacts
- Trials not bookedLeads
- Inbound leads, unworkedLeads
VP Sales US 50-200
248 contacts
- Connected 41
- Attempted 68
- Pending 139
Resume calling
Salesforce tasks
- 12Today
- 4Overdue
- 31All
Your Salesforce tasks, as call queues
Due today, overdue, all: your SDRs call their tasks in order, on leads and contacts alike, and each one is marked done in Salesforce.
During the call
All of Salesforce in view during the call
The fields you choose, the contact’s account and their history: notes, emails, past calls.
Grace Holloway
Head of Sales
Corvane
+1 415 555 0142
Salesforce fields
- Lead status
- Working - Contacted
- Saved to Salesforce
- Account name
- Corvane
- Contact owner
- Elena Varga
- Lead source
- Webinar
- Last activity
- 3 days ago
- Department
- Sales
- Activity
- Notes
- Tasks
- Emails
- Call logs
Note
Budget signed off for Q1. Decision with their RevOps lead.
Task
Send the deck before Thursday
Email
Re: Pilot scope for 2 teams
Call Connected
3 days ago · 2:41
Call Voicemail
Last week
Salesforce updated without leaving Minari
Edit fields and the lead status, add a note or a task, or create a contact.
After the call
Every call logged in Salesforce
A native Salesforce call task, under the right rep, with its direction, duration and outcome in the standard Call Result field. The AI summary, the rep’s notes and the list name come with it, and SMS are logged too. Your activity reports work from day one.
Grace Holloway
Call ended · 4 min
Outcome
Connected Meeting booked
Notes
Send the deck before Thursday.
Outbound call - Meeting booked
Elena Varga logged a call
Comments
Send the deck before Thursday.
Minari AI summary:
Demo booked for Thursday with their RevOps lead. Wants to test parallel dialing with one team first.
- Call Result
- connected
- Call Duration
- 4min12
What Minari reads and writes in Salesforce
Minari reads your list views, your leads, your contacts and their history, and writes back every call, note and task. Salesforce stays your source of truth.
Your Salesforce org
Minari
Objects
- List views and task queuesread
- Leads and contactsread · write
- Accountsread · write
- Callsread · write
- Notesread · write
- Tasksread · write
List views and tasks: imported from Salesforce to pick who you call, leads and contacts alike
Leads, contacts and accounts: their fields, to read and edit
Calls and SMS: logged automatically, as tasks
Notes and tasks: created, edited and completed from Minari
Connected in one click. Included in every plan.
Each rep signs in with their own Salesforce user: no API key, and their calls are logged under their name.
Frequently asked questions
How do I connect Salesforce to Minari?
In one click: each rep signs in with their own Salesforce user through OAuth. Nothing to configure, no API key, no setup meeting.
Do I need a specific Salesforce edition?
No: the integration works with every Salesforce edition.
Does Minari call both leads and contacts?
Yes: each list and each session covers one or the other, from your Salesforce list views or tasks.
Can my SDRs see our custom Salesforce fields in Minari?
Yes: you choose the fields shown during the call, custom ones included, and your SDRs edit them without leaving Minari.
Where is the call’s outcome logged?
In the task’s standard Call Result field: connected, busy, no answer, left voicemail or wrong number. Nothing to configure.
Are recordings in Salesforce?
Yes: each call task in Salesforce links to the call in Minari, with its recording.
Can an agency connect several Salesforce orgs?
Yes: each Minari workspace connects to its own Salesforce org.
Is the Salesforce integration included?
Yes, in every plan, at no extra cost.