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.
IMPORTANT
- In order to use this feature, you need to set up a softphone to Salesforce. Please follow the instructions in Install Salesforce Softphone.
- Go to the page in Salesforce that displays the phone numbers for Accounts, Contacts, Leads, Cases, etc., then click the phone number.
NOTE
- 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.
- 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.