Click-to-dial data

When a click-to-dial number is clicked, the following participant data is added to the conversation.

Name Description
number Provides the phone number clicked by the user.
recordId Provides the ID of the record associated with the clicked phone number.
recordName Provides the name of the record for the clicked phone number.
objectType Provides the type of record associated with the clicked phone number.
accountId or contactId If the clicked phone number belongs to a person account, the associated account or contact ID is provided.
personAccount

If the clicked phone number belongs to a person account, this property is true.

Note: If person accounts aren’t enabled in your org, this field is not included.

oneView_clickToDial Used to indicate this conversation was initiated with click-to-dial.

This participant data can be accessed through Salesforce flows using the OneView - GetAttribute action. See Get click-to-dial attributes.