08/31/18 19:28 PM  

RingCentral for Salesforce App - Install

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SummaryThis article provides information on how to install RingCentral for SalesForce app. RingCentral for Salesforce provides seamless integration between Salesforce.com and your RingCentral services to enable improved customer retention, greater agent productivity, and advanced business processes. 
Details

 

Install RingCentral for Salesforce App
 

IMPORTANT: The steps below will guide you on the initial installation of RingCentral for Salesforce app. If you want to upgrade the current installation of the RingCentral for Salesforce app, follow the upgrade procedures found in Upgrading to the Latest Version of the RingCentral for Salesforce App.

 

1. Open the Salesforce AppExchange page.

2. Click Get It Now.

Click Get it Now.

3. Click Log in to the AppExchange.

Click Log in to the AppExchange.

4. Log in as an Administrator to Salesforce.com.

5. Click Install in production.

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Right click and open the customization guide in a new tab on your browser.
Review the customization guide to familiarize yourself with the installation and configuration steps for this application.

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6. Click I have read and agree to the terms and conditions, then click Confirm and Install.

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7. Select Install for All Users, then click Install.

NOTE: Selecting this option ensures configuring the call center will go smoothly.

Click Install for All Users, then click Install.

8. Click Done.

Click Done.

 

See Also:


RingCentral for Salesforce App | Set up
RingCentral for Salesforce App - Install
RingCentral for Salesforce App - Configure Call Center
RingCentral for Salesforce App - Add Users to Call Center
RingCentral for Salesforce App - Set up Softphone Layout
RingCentral for Salesforce App - Launch in Lightning View
RingCentral for Salesforce App - Set up Preset Call Dispositions
RingCentral for Salesforce App - Share Report Folders with Users
RingCentral for Salesforce App - Access Admin UI 
RingCentral for Salesforce App - Allow Users to access Call Recordings
RingCentral for Salesforce App - Add Call and SMS options
RingCentral for Salesforce App - Troubleshooting Guide | Admin

 
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