08/31/18 19:32 PM  

RingCentral for Salesforce App - Share Report Folders with Users

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SummaryThis article provides information on how to share report folders with Users in the 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

 

RingCentral for Salesforce App - Share Report Folders with Users


1. If you are in Salesforce Lightning Experience view, Switch to Salesforce Classic.

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2. Click the Reports tab.

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3. Find the Cloud Phone Report folder in the report folders.
When you hover your mouse pointer on Cloud Phone Report, you will see a small Pin button User-added image with a drop-down menu. Click the pin icon, and then click Share.

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4. In the new modal window, you can click on Users to share the report with specific users or click Public Groups to select a group of users in your organization.

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5. For this example, we want to share the report to the Entire Organization. Click the Share button. 

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6. Under the Access column, click on the drop-down menu to select the level of access to be granted, then click Done.

Viewer: View, refresh, run.
Editor: Viewer plus edit, move, save, and delete.
Manager: Editor plus share and rename folder.

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7. The list of Users with access to the report is updated. Click Close

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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 - Launch in Lightning View
RingCentral for Salesforce App - Set up Preset Call Dispositions
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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