In case the phone icon next to the Contact Phone number in your Salesforce case is greyed out and you are not able to click it to initiate a call, please follow the steps below to fix this:
Enabling click-to-call in Cases
- In Setup, go to Object Manager and search for "Case".
- Click on Case Page Layout.
- Click New and then select, for example, “Case (Sales) Layout” and give it a name.
- Save your changes.
- Click on "Page Layout Assignment", then "Edit Assignment" and assign your newly created layout to any role you want:
Note: To be properly fetched and hyperlinked for use with Talkdesk Click-to-Call, phone numbers in Salesforce must be specified either in international, national formatting, or in the standard E.164 format i.e., the plus sign (+), country code, area code, and number. If you need to provide a number in local national format, you should also specify the country as an optional parameter.