https://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&feed=atom&action=historyAdding Click to Call to Salesforce.com Forms - Revision history2024-03-29T08:58:45ZRevision history for this page on the wikiMediaWiki 1.16.0https://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1703&oldid=prevWebmaster: /* Customizing Salesforce.com */2010-06-24T16:41:31Z<p><span class="autocomment">Customizing Salesforce.com</span></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:41, 24 June 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 8:</td>
<td colspan="2" class="diff-lineno">Line 8:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">The example below applies to the Contact form, proceed in the same way if you want to add a click to call button to any other form.</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1702&oldid=prevWebmaster: /* Customizing Salesforce.com */2010-06-24T15:59:03Z<p><span class="autocomment">Customizing Salesforce.com</span></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 15:59, 24 June 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 24:</td>
<td colspan="2" class="diff-lineno">Line 24:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><li>Edit the form to which you want to add the call button. E.g. click on '''<del class="diffchange diffchange-inline">Contacts</del>''' → '''<del class="diffchange diffchange-inline">Select a contact</del>''' → '''<del class="diffchange diffchange-inline">Edit </del>Layout'''</li></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><li>Edit the form to which you want to add the call button. E.g. click on '''<ins class="diffchange diffchange-inline">Setup</ins>''' → '''<ins class="diffchange diffchange-inline">App Setup''' → '''Customize''' → '''Contacts</ins>''' → '''<ins class="diffchange diffchange-inline">Page </ins>Layout''' </li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1701&oldid=prevWebmaster: /* Customizing Salesforce.com */2010-06-24T15:33:39Z<p><span class="autocomment">Customizing Salesforce.com</span></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 15:33, 24 June 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 10:</td>
<td colspan="2" class="diff-lineno">Line 10:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><li>Navigate to the appropriate form customization dialog. E.g. '''Setup''' → '''App Setup''' → '''Contacts''' → '''Buttons and Links'''</li></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><li>Navigate to the appropriate form customization dialog. E.g. '''Setup''' → '''App Setup<ins class="diffchange diffchange-inline">''' → '''Customize</ins>''' → '''Contacts''' → '''Buttons and Links'''</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''New''' under '''Custom Buttons and Links'''</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''New''' under '''Custom Buttons and Links'''</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Enter a descriptive label such as '''Call Contact'''</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Enter a descriptive label such as '''Call Contact'''</li></div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1658&oldid=prevWebmaster at 17:00, 7 April 20102010-04-07T17:00:11Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 17:00, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 1:</td>
<td colspan="2" class="diff-lineno">Line 1:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>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 Salesforce in order to customize your forms. Note that is functionality requires the ipbx [[End-User_URL_Control_API|URL Control Module]].</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>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 Salesforce in order to customize your forms. Note that is functionality requires the ipbx [[End-User_URL_Control_API|URL Control Module]].</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">While this document describes a specific application of the click-to-call functionality, these methods can be easily adapted for any customizable web driven CRM application.</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1657&oldid=prevWebmaster at 16:56, 7 April 20102010-04-07T16:56:10Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:56, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 19:</td>
<td colspan="2" class="diff-lineno">Line 19:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></pre></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></pre></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></li></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">[[Image:salesforce.png|thumb|right|Customized Form]]</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td></tr>
<tr><td colspan="2" class="diff-lineno">Line 26:</td>
<td colspan="2" class="diff-lineno">Line 27:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">[[Image:salesforce.png|thumb|Customized Form]]</del></div></td><td colspan="2"> </td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1656&oldid=prevWebmaster at 16:54, 7 April 20102010-04-07T16:54:35Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:54, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 26:</td>
<td colspan="2" class="diff-lineno">Line 26:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>[[Image:salesforce.png]]</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>[[Image:salesforce.png<ins class="diffchange diffchange-inline">|thumb|Customized Form</ins>]]</div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1654&oldid=prevWebmaster at 16:53, 7 April 20102010-04-07T16:53:12Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:53, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 24:</td>
<td colspan="2" class="diff-lineno">Line 24:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div></ol></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">[[Image:salesforce.png]]</ins></div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1653&oldid=prevWebmaster: /* Setting up Click to Call */2010-04-07T16:44:37Z<p><span class="autocomment">Setting up Click to Call</span></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:44, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 3:</td>
<td colspan="2" class="diff-lineno">Line 3:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>Go to the [[End User Panel]] and click on '''Features''' → '''URL Control''' and select '''Enabled''' and enter the IP address of your PC. This IP address will be used to determine which phone to call. So if you are at extension 5007 and your IP address is 192.168.55.88 any click to call <del class="diffchange diffchange-inline">requests </del>from this IP address will cause extension 5007 to ring. For further details on URL control see [[End-User_URL_Control_API|End-User URL Control API]]. You will have to do this for all users <del class="diffchange diffchange-inline">that will be </del>using click to call.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>Go to the [[End User Panel]] and click on '''Features''' → '''URL Control''' and select '''Enabled''' and enter the IP address of your PC. This IP address will be used to determine which phone to call <ins class="diffchange diffchange-inline">first</ins>. So if you are at extension 5007 and your IP address is 192.168.55.88<ins class="diffchange diffchange-inline">, </ins>any click<ins class="diffchange diffchange-inline">-</ins>to<ins class="diffchange diffchange-inline">-</ins>call <ins class="diffchange diffchange-inline">request </ins>from this IP address will cause extension 5007 to ring. For further details on URL control see [[End-User_URL_Control_API|End-User URL Control API]]. You will have to do this for all users using click to call <ins class="diffchange diffchange-inline">in an integrated environment</ins>.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1652&oldid=prevWebmaster at 16:43, 7 April 20102010-04-07T16:43:34Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:43, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 3:</td>
<td colspan="2" class="diff-lineno">Line 3:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>Go to the [[End User Panel]] and click on '''Features''' <del class="diffchange diffchange-inline">-> </del>'''URL Control''' and select '''Enabled''' and enter the IP address of your PC. This IP address will be used to determine which phone to call. So if you are at extension 5007 and your IP address is 192.168.55.88 any click to call requests from this IP address will cause extension 5007 to ring. For further details on URL control see [[End-User_URL_Control_API|End-User URL Control API]]. You will have to do this for all users that will be using click to call.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>Go to the [[End User Panel]] and click on '''Features''' <ins class="diffchange diffchange-inline">→ </ins>'''URL Control''' and select '''Enabled''' and enter the IP address of your PC. This IP address will be used to determine which phone to call. So if you are at extension 5007 and your IP address is 192.168.55.88 any click to call requests from this IP address will cause extension 5007 to ring. For further details on URL control see [[End-User_URL_Control_API|End-User URL Control API]]. You will have to do this for all users that will be using click to call.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Customizing Salesforce.com ===</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><ol></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><li>Navigate to the appropriate form customization dialog. E.g. '''Setup''' <del class="diffchange diffchange-inline">-> </del>'''App Setup''' <del class="diffchange diffchange-inline">-> </del>'''Contacts''' <del class="diffchange diffchange-inline">-> </del>'''Buttons and Links'''</li></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><li>Navigate to the appropriate form customization dialog. E.g. '''Setup''' <ins class="diffchange diffchange-inline">→ </ins>'''App Setup''' <ins class="diffchange diffchange-inline">→ </ins>'''Contacts''' <ins class="diffchange diffchange-inline">→ </ins>'''Buttons and Links'''</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''New''' under '''Custom Buttons and Links'''</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''New''' under '''Custom Buttons and Links'''</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Enter a descriptive label such as '''Call Contact'''</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Enter a descriptive label such as '''Call Contact'''</li></div></td></tr>
<tr><td colspan="2" class="diff-lineno">Line 21:</td>
<td colspan="2" class="diff-lineno">Line 21:</td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>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</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save your changes</li></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><li>Edit the form to which you want to add the call button. E.g. click on '''Contacts''' <del class="diffchange diffchange-inline">-> </del>'''Select a contact''' <del class="diffchange diffchange-inline">-> </del>'''Edit Layout'''</li></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><li>Edit the form to which you want to add the call button. E.g. click on '''Contacts''' <ins class="diffchange diffchange-inline">→ </ins>'''Select a contact''' <ins class="diffchange diffchange-inline">→ </ins>'''Edit Layout'''</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Select '''Buttons''' under Contact Layout and drag the newly created '''Call Contact''' button to the '''Custom Buttons''' frame below</li></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div><li>Click on '''Save''' to save the changes</li></div></td></tr>
</table>Webmasterhttps://wiki.taridium.com/index.php?title=Adding_Click_to_Call_to_Salesforce.com_Forms&diff=1651&oldid=prevWebmaster at 16:42, 7 April 20102010-04-07T16:42:02Z<p></p>
<table style="background-color: white; color:black;">
<col class='diff-marker' />
<col class='diff-content' />
<col class='diff-marker' />
<col class='diff-content' />
<tr valign='top'>
<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 16:42, 7 April 2010</td>
</tr><tr><td colspan="2" class="diff-lineno">Line 1:</td>
<td colspan="2" class="diff-lineno">Line 1:</td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>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 Salesforce in order to customize your forms. Note that is functionality requires the ipbx [[End-User_URL_Control_API|URL Control Module]].</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>This <ins class="diffchange diffchange-inline">'</ins>how-to<ins class="diffchange diffchange-inline">' </ins>describes a simple way to add a click-to-call button to any Salesforce.com form. You will need the appropriate permissions in Salesforce in order to customize your forms. Note that is functionality requires the ipbx [[End-User_URL_Control_API|URL Control Module]].</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>=== Setting up Click to Call ===</div></td></tr>
</table>Webmaster