Click to dial
- Helen Griffith
- Dawid Wietrzykowski (Unlicensed)
Click to dial is a Salesforce feature and is part of Salesforce's OpenCTI API. Click to dial enables an agent to make an outbound call by clicking a number in Salesforce. For information about enabling Click to dial in Salesforce, see Salesforce help.
To enable Click to dial for Vonage Contact Center in Salesforce, you must perform the following tasks:
- Configure Vonage Contact Center as a call center in Salesforce. For information about configuring Vonage Contact Center as a call center, see Configuring your Salesforce call center to use Vonage Contact Center in your region.
- Link Vonage Contact Center to a Salesforce API user account. For information about linking Vonage Contact Center to a Salesforce account, see Linking Vonage Contact Center to a Salesforce account.
When Vonage Contact Center is correctly imported and linked to Salesforce, and the agent is logged in to ContactPad, telephone numbers in Salesforce are enabled for click to dial. For information about using Click to dial, see Using Click to dial in Vonage Contact Center in Salesforce.
For Click to dial to successfully make a outbound calls to telephone numbers with extensions, you must ensure that such phone numbers are correctly formatted in Salesforce records. For information about the format required by telephone numbers with extensions, see Format for numbers with extensions for Click to dial.
For general assistance, please contact Customer Support.
For help using this documentation, please send an email to docs_feedback@vonage.com. We're happy to hear from you. Your contribution helps everyone at Vonage! Please include the name of the page in your email.