Trellus for SalesforcePower dial directly from Salesforce reports and list views
Turn the Salesforce report, Lightning list view, or due call-Task queue your reps already use into a Trellus power or parallel dialer. Keep Salesforce context with every call, then save the outcome and callback on the right record.
See Trellus work from Salesforce
Watch how a rep turns a Salesforce report or list view into a Trellus call block, keeps the record beside the conversation, and moves straight into the next call.
Where Trellus works in Salesforce
The Salesforce surfaces Trellus uses
Start from the Salesforce worklist your reps already trust, with the filters, ownership, and record context already in place.
Use report rows as the calling audience while retaining the available report columns and resolved Salesforce record context.
Start from Lightning list views for Contacts, Leads, Accounts, Opportunities, or an approved object workflow when the visible phone and record fields resolve.
Use due call Tasks as the worklist, then complete the source Task after the call result is saved.
Make a one-off call from the Salesforce record already on screen, with the person and related business context beside the conversation.
Keep the territory, stage, and ownership logic intact
A Salesforce admin has often done the important audience work before a rep opens a call block. The report owns the territory. The list view owns the stage. The Task list says what is due. Trellus uses that surface rather than rebuilding the audience elsewhere.
Priya opens a report named Northeast renewals — 30 days. It contains Contacts and related Accounts, the standard Phone field, and a custom Direct Line field. Trellus presents the mapped phone choices and works the rows. After a connected call, a Salesforce Task carries the selected disposition, summary, and available Trellus transcript or recording link. A requested callback returns as a dated Task on the same person and permitted related record.
From Salesforce worklist to finished Activity
Open the worklist
Start from a report, Lightning list view, due call-Task list, or approved record workflow.
Confirm phone mapping
Use standard phone fields and approved custom phone fields, exclude fax fields, and respect mapped DNC data.
Choose power or parallel dialing
Call one record at a time or run a Trellus parallel session while keeping the Salesforce record context attached.
Return the activity
Save the call Task with the available disposition and summary, then create a record-linked callback when needed.
Trellus and Salesforce native calling options
Sales Engagement organizes calls, emails, and tasks in its Work Queue. Salesforce Voice is the native choice for teams that want telephony managed inside Salesforce.
Choose Sales Engagement with Salesforce Voice when the team wants Salesforce to manage cadences, telephony, and activity flow end to end. Salesforce's older Sales Dialer is scheduled for retirement.
Choose Trellus when reps want power or parallel dialing, live coaching, and call context while continuing to work from Salesforce reports, list views, and due call Tasks.
Use Salesforce Voice for a Salesforce-owned telephony stack, or Trellus for a faster call block built around the Salesforce views your reps already use.
Sales Engagement overview · Salesforce Voice with Sales Engagement · Sales Dialer status
Keep the person, account, and opportunity context together
Trellus keeps the person being called and the related Salesforce record connected to the same workflow.
Call Contacts and Leads while keeping the related Account, Opportunity, or supported custom-object context beside the conversation and available for the saved activity.
Trellus follows the Salesforce objects and fields your reps use day to day, so the call begins and ends in familiar account context. Your existing Task permissions, required fields, and validation rules continue to govern what Salesforce saves.
Save useful call context back to Salesforce
After a call, Trellus can create a Salesforce Task with the outcome and available conversation context.
Return follow-up to the same Salesforce context
When someone asks for Tuesday afternoon, Trellus can create a dated Salesforce callback Task on the same person and the available related record, so the follow-up returns to the rep's Salesforce worklist.
Salesforce and Trellus
Where does Trellus work in Salesforce?
Trellus works from Lightning reports, object list views, due call-Task lists, and selected record pages—the places reps already build and work their call lists.
Can Trellus dial from a Salesforce report?
Yes, when the report exposes available rows and mapped phone columns. Trellus removes duplicate numbers, excludes fax fields, and carries the available record context into the call.
Can Trellus use a Salesforce list view or Task list?
Yes, on Lightning surfaces. The current list or due call Tasks can remain the worklist while Trellus retains resolved record and Task identity.
Which Salesforce objects does Trellus support?
Trellus works with Contacts and Leads, plus Account, Opportunity, and selected custom-object context when those records are part of the rep's Salesforce workflow.
What does Trellus log in Salesforce?
Trellus can create a Salesforce Task with a subject, summary or available transcript and recording link, supported disposition, and the relevant person or available related-record context.
Can Trellus create a Salesforce callback Task?
Yes. Trellus can create a dated callback Task on the person and available related record, keeping the next touch inside the Salesforce workflow.
Run your next Salesforce call block with Trellus
Bring one Salesforce report or list your reps already work from. We will show how Trellus turns it into a faster call block and keeps outcomes and callbacks connected to Salesforce.
