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Integrating Click-To-Dial Functionality from Skuid Button

  • June 24, 2024
  • 1 reply
  • 38 views

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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

1 reply

Anna_Wiersema
Nintex Employee
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  • Nintex Employee
  • June 28, 2024

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