Configuring Click to dial in Connect

Owned by Helen Griffith
Aug 31, 2017
1 min read

How do I configure Click to dial in Connect?

If you want agents to be able to make Connect calls—calls assigned to them in one or more Dial Lists—using Click to dial, you must enable this feature for your org, profile or user.

The agent must use Click to dial from the Salesforce record relating to the Connect call.

To enable the feature, select the Click To Dial support in Connect check box in the custom settings data for your org, profile or user.

For information about configuring custom settings, see Creating or editing custom settings for Connect.

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