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 Salesforce.com that shows the phone numbers for Trading Partner, Trading Partner Manager, Lead, Case, and so on, and click the phone number.

SF_C2C. png

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. .

SF_C2C_2.png

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

Was this article helpful?