Making Outbound Calls and Messages from Salesforce Classic

From Salesforce, you can initiate an outbound Skylight voice or SMS interaction. This feature is only available when you are in a Ready state.

When you are working with a Salesforce record, you can click the phone number provided in the record.

You can also initiate an outbound interaction from Skylight. See Placing Outbound Calls in Skylight.

To initiate a voice or SMS interaction from Salesforce:

1. In Salesforce, click the number you want to contact.

   Skylight displays a panel with contact options.

2. Click one of the following options:

	Initiates a voice call.
	Initiates an SMS.

3. Proceed with your interaction in Skylight.

---

You might also be interested in:

• Tutorial: Working with Interactions in Skylight
  • Working with Voice Calls in Skylight
  • Working with Facebook, SMS and Chat Messages in Skylight