08/31/18 19:30 PM  

RingCentral for Salesforce App - Launch in Lightning View

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SummaryThis article provides information on how to launch the RingCentral for SalesForce app in Lightning view, and how to add Open CTI SoftPhone to your Lightning 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

 

Launch RingCentral for Salesforce App in Lightning View


To switch to Lightning view from Salesforce Classic, hover on your name, and then click Switch to Lightning Experience

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Launch the RingCentral for Lightning app from either the App Launcher to access the RingCentral dialer or customize any Lightning app's Utility Bar, then add Open CTI Softphone.

Launching the RingCentral for Lightning App
Adding the Open CTI SoftPhone to your Lightning App 

 

Launching the RingCentral for Lightning App

1. Go to the App Launcher User-added image.

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2. Click RingCentral for Lightning.

After Salesforce refreshes a Phone button appears at the bottom of the page.

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3. Click the RingCentral Phone button to view the RingCentral app.

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Add Open CTI SoftPhone to your Lightning App

1. You can add CTI to any of your Lighting apps. Click the Gear icon User-added image, and then go to Setup.

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2. You can use the Quick Find field to search for App Manager or you can go to Platform Tools > Apps > App Manager.

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3. Click the drop-down arrow on the Lightning app to be added to the RingCentral app, then click Edit.
For this example, we will add the Open CTI Softphone to the Sales app.

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4. Open the Utility Bar tab, then click Add.

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5. Click Open CTI Softphone from the list.

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6. Click Save, and then click Done.

In the previous example, we added the Open CTI Softphone to the Sales app. Launch the Sales app from the App Launcher. The RingCentral app will be displayed in the Utility Bar.

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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 - 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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