Here is the scenario, sales rep would like to call a Contact in Salesforce. Rather than to remember or copy the number to a paper, can the sales rep call directly from Salesforce webpage since he use his smart phone to browse Salesforce?
Phone field in Salesforce is not click-able, so by default, there is no way to call from Salesforce website. But, we have the workaround to use a formula field.
So, here we go:
- Example to use standard Phone field in Contact object
- Create a formula field with return type = Text
- Use this formula = HYPERLINK("Tel:" & Phone, Phone )
- Add the formula field to Contact page layout, you may remove the default Phone field from page layout to avoid confusion