1
Create your account
Sign up for Trackly, verify your email
and sign in. Use your existing account if you already have one.
2
Ask Trackly to enable your first test
Send Trackly your account ID from
Voice → Calling setup.
Trackly enables calling and browser headset access and confirms a caller
number for your account. We can supply an existing test number; you do not
need to buy or port numbers to begin.
3
Save your business details
In Calling setup, select the business that will make calls. Fill in
Business details and save. Your first test does not require buying
caller-branding or reputation services.
4
Confirm the test arrangement
Confirm your assigned caller number, test recipient, calling limits and
billing arrangement with Trackly. Phone numbers and Billing show the
account’s setup. Trackly will let you know when your account is ready for a
test call.
5
Create your developer's API key
Open Settings → API Keys.
Create a key with
voice_calls.read and voice_calls.write. Your developer
stores it in your backend; it must never appear in Salesforce browser code.6
Send your developer the integration guide
Share the Salesforce dialer guide.
It provides the SDK download and the API mapping for replacing the existing
calling provider. Your users keep working inside your Salesforce dialer.
7
Make the first headset call
Once Trackly confirms activation and your developer completes the integration,
connect your headset, allow microphone access and call the agreed test phone
from Salesforce. Check audio in both directions, mute and hangup before
expanding the test to more users.