Adding Click to Call to Salesforce.com Forms

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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.

  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 behavior Execute JavaScript
  6. 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")
    
  7. 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
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