- 25 Sep 2023
- 1 Minute to read
Salesforce Lightning and Chrome Click-to-Call
- Updated on 25 Sep 2023
- 1 Minute to read
Dialpad for Salesforce enables companies to break down silos and seamlessly connect with sales and service calls that live natively inside Salesforce to deliver more engaging experiences and improve agent productivity.
Let's take a look at the details.
How to set up Salesforce Lightning and click-to-call
First, you need to check the following:
- Confirm your extension (available here) is installed in Chrome
- Confirm you have access to Dialpad for Salesforce Lightning
- Confirm your cookies are enabled
Once configured and installed, you might not be able to click a number in Salesforce to start a call. The numbers will be blanked out or appear white (see below).
This is due to both the Salesforce backend and Dialpad Click-to-Call Extension competing to add calling features to the phone number.
Easily resolve this by adding force.com to the Dialpad Extension exception list.
- In Chrome, right-click on the Dialpad Extension
- Select Options
- Add force.com to the Website Exceptions
- Select Save
- Refresh your Salesforce window/tab.
You should now be able to see phone numbers on the Salesforce page, and be able to use our click-to-call features.
In order to use our Salesforce CTI and Chrome Click-to-Call, you'll need to enable your cookies.
To enable cookies:
- Open Chrome
- Click More Settings (that's the three vertical dots on the top right)
- Select Privacy and Security
- Select Site settings
- Select Cookies and site data
- Turn on cookies
If you find customer data is not loading and you receive an error message stating "An error has occurred, cannot load Salesforce connection" please check if third-party cookies are being blocked.
- Navigate to chrome://settings/cookies
- Change the setting to block third party cookies in incognito