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Hi everyone,

I need help with integrating the Click-To-Dial functionality from a managed package (CTI360) with a Skuid button. Has anyone successfully achieved this? Any guidance or examples would be greatly appreciated.

Thank you in advance for your help.

Best regards,
Prashant

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


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