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 ContactWorld in Salesforce, you must perform the following tasks:
- Configure ContactWorld as a call center in Salesforce. For information about adding ContactWorld as a call center, see Configuring your Salesforce call center to use NewVoiceMedia in your region.
- Link ContactWorld to a Salesforce API user account. For information about linking ContactWorld to a Salesforce account, see Linking NewVoiceMedia to a Salesforce account.
When ContactWorld 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 NewVoiceMedia in Salesforce.