How Do You Make Calls From Salesforce? (And What’s the Fastest Way?)
Many teams ask: „Can you make phone calls directly from Salesforce?”
✅ Yes, you can — but you need to integrate a CTI (Computer Telephony Integration) tool.
Let’s go step-by-step through what that means, and how to get started without writing code or switching your VoIP provider.
❓What is CTI and how does it work with Salesforce?
CTI (Computer Telephony Integration) allows your phone system to connect with Salesforce. That means you can:
Click a number inside Salesforce and make a call
See who’s calling and open their record instantly
Log call results automatically
Use call analytics, SMS, or voicemail directly in the CRM
To do this, you’ll need either:
A native Salesforce CTI tool
A third-party VoIP integration
Salesforce Service Cloud Voice (enterprise-level)
❓What is the fastest way to start calling from Salesforce?
If you want to start today, your best option is to use a no-code native CTI like Quakker.
It installs in minutes from AppExchange, connects to any VoIP provider, and doesn’t require developer support.
❓Can you send SMS from Salesforce too?
Yes — but not every CTI supports this. Some only handle voice.
Quakker, for example, lets you send and receive two-way SMS inside Salesforce. You can:
View SMS history per contact
Log SMS as Activities
Automate SMS follow-ups
Use templates
❓What’s the difference between Quakker and other Salesforce telephony tools?
Here’s a breakdown:
| Feature | Quakker | Aircall / Five9 | Service Cloud Voice |
|---|---|---|---|
| Setup Time | Minutes | Days | Weeks/months |
| Compliance | GDPR, DORA, NIS2 | Depends | High |
| SMS Support | ✅ Native | ⚠️ Often extra | ❌ |
| Data Stored | Inside Salesforce | External servers | AWS (Amazon Connect) |
| VoIP Flexibility | Any SIP/WSS | Vendor-locked | Amazon only |
| Price | From €30/user | $50+ | Custom/High |
❓Why is it important to store all call data inside Salesforce?
Because of regulations like:
GDPR
DORA (EU digital resilience)
NIS2 (cybersecurity rules)
Storing your logs, notes, and call metadata inside Salesforce:
Reduces compliance risk
Improves audit trails
Keeps everything in one secure system
This is why tools like Quakker are preferred in finance, healthcare, and government.
❓Can I use my current VoIP provider?
Yes — if you choose a tool that supports it.
Quakker works with:
CloudPBX
VoIPstudio
Datera
Or any SIP/WSS-compliant VoIP provider
No need to migrate or change infrastructure.
❓How do I install a Salesforce calling tool?
Most people ask: “Do I need IT support to install this?”
With Quakker, you don’t. You:
Install from AppExchange
Assign users and permissions
Set your VoIP credentials
Start calling
Full setup takes under 30 minutes.
❓What’s the best Salesforce CTI tool in 2025?
If you’re looking for:
Fast install ✅
Full compliance ✅
Voice + SMS ✅
No-code setup ✅
Flexible VoIP ✅
Then Quakker is the most plug-and-play option available today.
You can see it on AppExchange or read the full setup guide here.
