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Native Call Recording

Salesforce Call Recording Integration

Salesforce records calls natively through Sales Dialer, a product scheduled for retirement whose recordings count against your org file storage quota, or through separately licensed Salesforce Voice. Kixie records every inbound and outbound call automatically and attaches the recording to the logged call Task on the Lead or Contact, visible from Account and Opportunity timelines, with included cloud storage that never touches your Salesforce quota.

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What Automatic Call Recording Adds to Salesforce

Sales Dialer saves recordings as Salesforce files, roughly 15 MB per recorded hour against the org file storage quota per Salesforce's own documentation, and the product carries a retirement notice. Kixie records every call on your Kixie numbers automatically, stores the audio in Kixie's cloud instead of your Salesforce quota, and files each recording on the call Task where your team already works.

Every inbound and outbound call on a Kixie number is recorded automatically, on any device, with no per-call toggle for reps to forget and no Salesforce file storage consumed.

Recordings attach to the properly typed call Task on the Lead or Contact and roll up to the Account and Opportunity timelines, so a manager opens the deal and hears every call that touched it.

Dispositions log as closed Tasks that Salesforce reports and list views can filter, so recording reviews start from outcomes, like connected calls on late-stage Opportunities.

The native math

What Recording Costs Inside Salesforce Today

Salesforce Help is specific: Sales Dialer call recordings save as files in Salesforce at roughly 15 MB per recorded hour, counting against the org file storage quota, and voicemail is capped at 20 stored messages of two minutes each plus 10 prerecorded voicemail drops, also against the quota. Call monitoring is outbound-only, one rep at a time, and doubles the minutes used. Above all of it sits the retirement banner: Sales Dialer is scheduled for retirement with no new features being added, and the recommended replacement is Salesforce Voice, a separate contact center product.

Automatic capture

Every Call Recorded, No Rep Action Required

  • All directions: Inbound and outbound calls to or from a Kixie phone number are recorded automatically, no matter what device the rep is calling on.
  • No manual toggle: Recording happens by default, so coverage does not depend on a rep remembering to press record on the call that ends up mattering.
  • No quota drain: Recordings live in Kixie's cloud with included cloud storage, so call audio never appears on your Salesforce Storage Usage page.
The roll-up

Recordings on the Lead, Contact, Account, and Opportunity

Any time a call is made to or received from a Salesforce Call Recording Integration contact, Kixie automatically displays that contact's pertinent information in the Kixie dialer. Contact details can also be edited or updated inside the dialer during or after the call.

  • Call Task: Kixie logs each call as a properly typed call Task on the matching Lead or Contact, with the recording link carried on that Task.
  • Timelines: Activity syncs upward from the lead or contact to the Account and Opportunity, so recorded calls surface on the deal timeline where managers actually review.
  • Outcomes: Call dispositions log as closed Tasks, so Salesforce reports and list views isolate the recordings worth hearing by outcome, stage, or rep.
The AI dependency

A Recording Source Built for the AI Layer

Einstein Conversation Insights does not record calls; Salesforce requires you to connect a compatible recording provider first, and its house provider, Sales Dialer, is the product being retired. Kixie removes the dependency stack by being both the recording source and the intelligence layer: recorded calls feed Kixie's conversation intelligence for transcription, keyword tracking, and AI call summaries synced onto the Salesforce activity record.

Salesforce Records Calls Today. Here Is What That Costs Your Org.

Salesforce can record sales calls natively, through Sales Dialer, and the details matter. Salesforce Help states that Sales Dialer call recordings are saved as files in Salesforce, that an hour of recording takes up roughly 15 MB, and that those files count against the same org file storage quota as everything else your company attaches to records. Voicemail is metered harder: users can store up to 20 voicemail messages of two minutes each, also counting toward the files quota, and reps get at most 10 prerecorded voicemail drops. On editions that start at a 10 GB org-wide file allocation, call audio becomes a line item your admin has to manage, and the documented remedy is deleting old recordings.

Sitting above all of that is the notice Salesforce prints on the same pages: Sales Dialer is scheduled for retirement, with no new features or enhancements being added. The recommended path is Salesforce Voice (built on the platform formerly called Service Cloud Voice), a separate contact center product with its own licensing. So the native recording story is a retiring product whose recordings consume your storage quota, with a migration decision attached.

How Kixie Puts Recordings on Salesforce Records

Kixie connects natively to Salesforce Professional edition and above with API access. From there, recording runs itself in three steps.

1. Every Call Records Automatically

All inbound and outbound calls on a Kixie number record by default, on any device, with no per-call toggle for a rep to forget. Consent tooling is built in, including a pre-recorded consent message that can play on inbound calls before recording begins.

2. The Recording Rides the Logged Call Task

Kixie logs each call to the matching Salesforce Lead or Contact as a properly typed call Task, and the recording link attaches to that Task. Because activity syncs upward from the lead or contact to the Account and Opportunity, a manager working an open Opportunity sees every recorded call that touched the deal on its timeline, in order, next to the emails and stage changes around it. That plumbing is the same engine behind Kixie’s automatic call logging for Salesforce, so a recording never arrives as a bare link; it sits on a fully logged call with duration, direction, rep, and outcome.

3. Dispositions Turn the Archive Into a Review Queue

Each call carries the disposition the rep picked, logged as a closed Task in Salesforce. That means Salesforce reports and list views can isolate the calls worth hearing, such as connected calls on Opportunities in a late stage, and managers press play on outcomes instead of scrubbing hours of audio.

The Recording Source Salesforce’s Own AI Is Waiting For

Einstein Conversation Insights does not record calls. Salesforce’s documentation is explicit: you must connect at least one compatible recording provider before ECI can analyze anything, and the house provider on that list, Sales Dialer, is the product carrying the retirement notice. ECI is also an add-on purchase unless your edition includes it. Kixie collapses that dependency stack: Kixie is the recording source and the intelligence layer at once, feeding recorded calls into conversation intelligence for Salesforce for transcription, keyword tracking, and AI call summaries synced onto the Salesforce activity record.

Storage, Playback, and Consent

Kixie recordings live in Kixie’s cloud with included cloud storage, so call audio never draws down your Salesforce org file quota, and the playback link stays on the logged call Task where your team already works. On consent, US law varies by state between one-party and two-party consent. Kixie supplies the tooling; your team owns its compliance policy and legal review.

What You Need Before You Start

  • Salesforce Professional edition or higher with API access: Kixie connects in one click, no middleware. Your admin exposes the Task Type field via Field Accessibility so calls log as typed call Tasks rather than generic ones.
  • A Kixie account: recording works on any device that calls through your Kixie number, including every parallel conversation in a multi-line PowerDialer session for Salesforce.
  • A consent policy: decide how your team handles two-party consent states before the first recorded call.

Most teams have their first recorded call on a Salesforce record within minutes of connecting. See the full Salesforce integration overview for everything beyond recording: power dialing, SMS, automatic lead creation, and workflow-triggered automation.

Salesforce Call Recording FAQs

Quick answers about recording calls in Salesforce. Can't find yours? Contact us.

What our customers are saying

Customer-reported experiences with Kixie.

More Ways Kixie Works With Salesforce

Every Kixie feature built for Salesforce, each with its own setup guide and FAQs.

Power Dialer

Sales Dialer is single line and scheduled for retirement. Kixie's PowerDialer dials multiple lines from Salesforce list views and logs every outcome.

Learn More

SMS Automation

Salesforce SMS for Sales needs Digital Engagement and logs sessions, not Tasks. Kixie texts Leads and Contacts as reportable SMS Tasks.

Learn More

Local Presence

Sales Dialer Local Presence is US only, fixed manually, and retiring. Kixie ConnectionBoost matches area codes from a managed pool and logs every call.

Learn More

Conversation Intelligence

Einstein Conversation Insights is real but hour-metered and needs a recording provider. Kixie records, transcribes, and scores calls in one layer.

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Voicemail Drop

Sales Dialer caps voicemail drops and is retiring. Kixie drops pre-recorded voicemails at PowerDialer pace and logs each one as a Salesforce activity.

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Automatic Call Logging

Einstein Activity Capture logs emails and meetings, not calls. Kixie logs every call, text, and outcome as a typed Task on the right Lead or Contact.

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Speed to Lead

Salesforce routes a new Lead instantly, then waits for a rep. Kixie auto-enrolls new Leads into a PowerList or fires a Flow-triggered auto-call.

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Outbound Cadences

Sales Cadences need a dialer for call steps and Digital Engagement for SMS steps. Kixie dials cadence targets multi-line and texts from the rep's number.

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Click to Call and Screen Pop

Open CTI retires February 28, 2028. Kixie's PowerCall browser extension keeps click-to-dial, screen pops, and auto-logged calls in Salesforce.

Learn More
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