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