Adding Click to Call to Salesforce.com Forms
From Taridium
(Difference between revisions)
| Line 21: | Line 21: | ||
<li>Click on '''Save''' to save your changes</li> | <li>Click on '''Save''' to save your changes</li> | ||
<li>Edit the form to which you want to add the call button. E.g. click on '''Contacts''' -> '''Select a contact''' -> '''Edit Layout'''</li> | <li>Edit the form to which you want to add the call button. E.g. click on '''Contacts''' -> '''Select a contact''' -> '''Edit Layout'''</li> | ||
| + | <li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li> | ||
| + | <li>Click on '''Save''' to save the changes</li> | ||
</ol> | </ol> | ||
Revision as of 16:34, 7 April 2010
This how-to describes a simple way to add a click-to-call button to any Salesforce.com form. You will need the appropriate permissions in order to customize your forms.
Setting up Click to Call
Customizing Salesforce.com
- Navigate to the appropriate form customization dialog. E.g. Setup -> App Setup -> Contacts -> Buttons and Links
- Click on New under Custom Buttons and Links
- Enter a descriptive label such as Call Contact
- Enter an unique button name e.g. call_button
- Select Detail Page Button as Display Type
- Select behavior Execute JavaScript
- In the main form enter the following code:
window.open('http://192.168.55.200/user/c/?call={!Contact.Phone}&progress=2','ipbx call',"width=320,height=210,resizable=no,scrollbars=no,menubar=no,toolbar=no,status=no,location=no") - Replace 192.168.55.20 with the IP address of your ipbx system. This can be a local network IP as long as you expect this to only work within your corporate LAN
- Click on Save to save your changes
- Edit the form to which you want to add the call button. E.g. click on Contacts -> Select a contact -> Edit Layout
- Select Buttons under Contact Layout and drag the newly created Call Contact button to the Custom Buttons frame below
- Click on Save to save the changes
