Salesforce CTI and Chrome Click-to-Call

  • Updated

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

When using the Google Chrome extension for Click-to-Call and Dialpad for Salesforce Lightning, you'll need to update your Chrome Extension settings to enable click-to-call within Salesforce.

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 to the Dialpad Extension exception list.

  1. In Chrome, right-click on the Dialpad Extension
  2. Select Options
  3. Add to the Website Exceptions 
  4. Select Save
  5. 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. 

Enabling Cookies 

In order to use our Salesforce CTI and Chrome Click-to-Call, you'll need to enable your cookies. 

To enable cookies:

  1. Open Chrome
  2. Click More Settings (that's the three vertical dots on the top right)
  3. Select Privacy and Security
  4. Select Site settings
  5. Select Cookies and site data
  6. Turn on cookies