Make a call with Salesforce's click to call feature

This page will introduce the click to call feature on Salesforce. From Salesforce, you will be able to make a call by just clicking the phone number displayed.

In order to use this feature, you need to set up a softphone to Salesforce. Please follow the instructions in Install Salesforce Softphone (Lightning Experience) or Install Salesforce Softphone (Salesforce Classic).
※ Currently, the pages above are only available in Japanese.
  1. Go to the page in Salesforce that displays the phone numbers for Account, Contacts, Leads, Cases, etc., then click the phone number.
By setting the data type of the field for entering a phone number to Phone, you can make the phone number to a click to call link.
  1. MiiTel Phone will begin the call.

make_a_call.gif

The above screenshots are from Lightning Experience, but you can also make calls with the same instructions in Salesforce Classic.

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