When using Aircall with Salesforce, it is important to note that Salesforce has a built in Click to Dial functionality in addition to Aircall's Click to Dial Chrome Extension.
This means that Click to Dial will need to be done via Salesforce for any Object (Contact, Account, Lead, etc) pages, and done via Aircall's Chrome Extension for any lists of Objects (i.e. Contact, Account, or Lead lists).
Salesforce Click to Dial:
In the direct Object pages, such as the Contact page, you will see that the Phone number is hyperlinked, and clicking on it will open the number directly in your Aircall CTI. This is the best way to use Click to Dial within Salesforce on these pages.
Aircall Click to Dial:
In list views, such as Contact lists, you will be able to use the Aircall Chrome extension to use Click to Dial, or to add numbers to the Power Dialer.
Troubleshooting Salesforce Click to Dial:
In some cases, you may see that an Object in Salesforce does not have a hyperlinked/clickable phone number and that the Aircall Chrome extension is not highlighting the number. In these cases, it is best to ensure that the Object has been appropriately added into your Softphone Layout to enable Salesforce's Click to Dial. To do so, please follow these steps:
- Go to Setup in Salesforce
- Search for Call Center
- Click on Softphone Layouts
- Find your Aircall Softphone Layout and click Edit
- Click the dropdown under Display these salesforce.com objects
- Add any Objects you would like Click to Dial to be available for
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!