Adding Click to Call to Salesforce.com Forms

From Taridium

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

1. Navigate to the appropriate form customization dialog. E.g. Setup -> App Setup -> Contacts -> Buttons and Links
2. Click on New under Custom Buttons and Links
3. Enter a descriptive label such as Call Contact
4. Enter an unique button name e.g. call_button
5. Select Detail Page Button as Display Type
6. Select behavior Execute JavaScript
7. 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")
   

8. 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
9. Click on Save to save your changes
10. Edit the form to which you want to add the call button. E.g. click on Contacts -> Select a contact -> Edit Layout
11. Select Buttons under Contact Layout and drag the newly created Call Contact button to the Custom Buttons frame below
12. Click on Save to save the changes