---
schema_version: "1"
id: dd442837cff2b0f2f450bb72e56c11a40718f4153074bc42ca5e9801ad082962
title: Automatic Voice Call Linking with Click-to-Dial
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/voice_click_to_dial.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.voice_click_to_dial.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4be56e27b17ec0fdaa4d4141a0153bf1510b0301ff39b1f515d9b99588375ae7
description: When a rep makes an outbound call using click-to-dial, Voice automatically links the voice call record to the source record. Automatic linking is supported for standard objects, custom objects, and contact roles.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Automatic Voice Call Linking with Click-to-Dial

When a rep makes an outbound call using click-to-dial, Voice automatically links the voice call record to the source record. Automatic linking is supported for standard objects, custom objects, and contact roles.

### Required Editions

This article applies to:

- Salesforce Voice with Amazon Connect
- Salesforce Voice with Partner Telephony
- Salesforce Voice with Partner Telephony from Amazon Connect

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.voice_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the user interfaces, editions, and add-ons that support Voice solutions by Salesforce.">View supported editions</a>.</td></tr></tbody></table>

## How Click-to-Dial Linking Works

When a rep clicks a phone number on a record in Salesforce, Voice places the outbound call and automatically populates the Related Record field on the resulting voice call record. The voice call is linked to the record from which the call was initiated, so reps don't have to manually associate calls with records.

## Supported Objects

Automatic voice call linking with click-to-dial is supported for these standard objects.

- Account
- Case
- Contact
- Lead
- Opportunity
- Work Order

Click-to-dial linking also works with custom objects. If a rep clicks a phone number on a custom object record, the voice call is linked to that custom object record.

Click-to-dial linking is also supported for contact roles on Case and Opportunity records.

## Contact Role Linking

When a rep clicks a phone number on a contact role related list, Voice links the voice call's Related Record field to the parent record, not the contact role itself.

- If a rep clicks a phone number on a Case contact role, the voice call is linked to the parent Case record.
- If a rep clicks a phone number on an Opportunity contact role, the voice call is linked to the parent Opportunity record.

For example, if a rep is working on an Opportunity and clicks a phone number on a contact role associated with that Opportunity, the voice call record's Related Record field is set to the Opportunity, giving the rep a complete call history on the Opportunity record.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_note.png)

Note

- The automatic linking applies only to outbound calls initiated through click-to-dial. For inbound calls, use channel-object linking to associate calls with records.
- When a rep uses click-to-dial to transfer a call or add a caller, Voice initiates the transfer or conference. However, the automatic record linking behavior applies only to the original outbound call.