Make a call with Salesforce's Click to Call feature

Here are some click to calls you can make by simply clicking on a phone number in Salesforce.

  1. Open the page on that shows the phone numbers for Trading Partner, Trading Partner Manager, Lead, Case, and so on, and click the phone number.

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By setting the data type of the field for entering a phone number to "phone", you can make the phone number a click-to-call outgoing link.
  1. The call will be initiated from the MiiTel Phone shown in the bottom left corner of the screen.
  2. .


The above is a screenshot from Lightining Experience, but you can use it in Salesforce Classic as well.

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