How do I call a record by phone on SFDC?


The dialer is also available with the new version of the Bloobirds Chrome Extension!

To make a call from Salesforce, all you have to do is navigate to the Salesforce record you want to contact, in the Bloobirds bubble you can click on the call button.

The associated numbers available for that object will be displayed, once you choose the number you want to call the dialer will open and you can make the call.

If we edit the number we are going to call, the dialer will inform us if that number is associated with an existing object, we can call both registered and unregistered numbers.

You will be able to select the number you want to call and you can also record calls manually.

Once the call is finished or saved, the details of this will appear in the activity feed of the corresponding object, you can report the result, listen to the recording of this, etc.

Take a look to the following video to learn how to find it and how to use it: 

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