Make a phone call with Salesforce's click to call

This page provides the details about 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.
  1. Go to the page in Salesforce that displays the phone numbers for Accounts, Contacts, Leads, Cases, etc., then click the phone number.


  •   By setting the field's data type for entering a phone number to Phone, you can make the phone number a click to call link.
  1. MiiTel Phone will begin the call.


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

Was this article helpful?