Create custom formula fields to activate Dial via Hyperlink

It is possible to instantly use the option Dial with a Hotkey to dial. An optimum integration can be achieved by using a link to dial

within the Lead, Contact or Account page.

Advantage

•	It is just one click instead highlight a phone number and press a key

•	You can dial from any list view or report

Disadvantage

•	You need to implement a field in salesforce.com for each phone number

To implement the function you have to create a new custom formula text field. This is explained for contacts.

1.	Within Salesforce, select Setup, Customize, Contacts, Fields

2.	Create a new custom formula field of the type Text

3.	Name it “Call Main Phone”

4.	Use this syntax HYPERLINK("callto://"&{!Phone},"Click to dial")

5.	Change the layout for the contact page so that the new "Call Main Phone" field is directly under the "phone" field.

You can add the mobile phone number with another formula field.

HYPERLINK("callto://"&{!MobilePhone},"Click to dial")

Your screen should look like this

Add the fields for the Account and Lead screen.

Account: HYPERLINK("callto://"&{!Phone},"Click to dial")

Lead: HYPERLINK("callto://"&{!Phone},"Click to dial")

Create smart views and reports

The new fields can be added in any Views or Reports. This allows dialing directly from the view: ‘all open leads’ or any report.

Enable dialing via Web Link