Transferring calls in salesforce

[stainless00]

Is it possible to transfer a call to another colleague when you've answered the call from with in the salesforce org

 

[Charles_3CX]

This is not possible; calls are managed from 3CX and not from Salesforce. All call manipulation needs to be done from the 3cx side.

Salesforce integration allows for the following functionality:https://www.3cx.com/docs/salesforce-crm-integration/

• Caller ID to Contact Name – inbound calls trigger a Salesforce contact lookup.
• Contact Lookup in Salesforce based on Name, Number or Email if you search for a name in the 3CX Webclient
• Call & Chat Journalling – calls and chats are logged in the Salesforce Contact Card as CRM call records.
• Create a new Salesforce contact from the 3CX client for calls from new numbers.
• Click to Call – launch calls straight from Salesforce via 3CX, using the 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge.

 

[VoIPTools]

Well, that depends...

If you have a good Salesforce consultant who can program custom buttons, it would be possible using our VoIPTools REST API.