Hi Prashant, it depends on how CTI360 has their Click-To-Dial functionality exposed. You’ll need to check the CTI360 documentation to see how and if they expose that functionality via the Salesforce API. Is it a custom button, flow or action in Salesforce, or is it only available from within a Lightning page?
Depending on if and how they have the functionality exposed, you may be able to use one or more of the following options:
Option 1 Skuid page within Lightning UI
If the Click-to-Dial functionality is only exposed in in the Lightning page (no custom buttons or Salesforce API actions) than can use the functionality in lightning and bring in a Skuid component alongside it using the Skuid Page Lightning component (docs)
Option 2 Skuid Actions
- In the Skuid actions list, choose “Run datasource action” and choose Salesforce to see if any CTI360 actions are exposed.
- You can also use Skuid actions to redirect to a URL if that’s an option for what you want to do.
- You may be able to use Javascript.
Then you can use field interactions to run the appropriate actions when the field (or a button or tempalte field with a phone icon) is clicked
Option 3 Lightning Screen flow
If the functionality is exposed in a screen flow, here’s an example of how to call a Lightning Flows from Skuid.
Skuid Labs: Lightning Screen Flow in Skuid