08/31/18 19:33 PM  

RingCentral for Salesforce App - Add Call and SMS options

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SummaryThis article provides information on how to add RingCentral Call and SMS Options to Salesforce1. 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 - Add Call and SMS options


The options to Call with RingCentral and SMS with RingCentral can be added to the Account/Contact/Lead details tab in the Salesforce1 app.

Follow the steps below to add these options to the Accounts Page Layout.

Creating New Actions
Adding Actions to Salesforce1

 

Creating New Actions

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

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2. Click Setup, and then type "button" on Quick Find/Search.

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3. Click Task Buttons, Links, and Actions (Path: Build > Customize > Activities > Task Buttons, Links and Actions), and then click New Action.

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4. Select Custom Visualforce as Action type.

Select Phone Numbers Account 999 [Phone_Numbers_Account_999] from the Visualforce Page drop-down list.

Enter Call with RingCentral as Label, then click Save.

Select Custom Visualforce as Action type.   Select Phone Numbers Account 999 [Phone_Numbers_Account_999] from the Visualforce Page drop-down list.   Enter Call with RingCentral as Label, then click Save.


 

Adding Actions to Salesforce1

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

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2. Click Setup, and then type "page layout" on Quick Find/Search.

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3. Go to Build> Customize > Accounts > Page Layouts.

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4. To create a new layout, click Page Layout Assignment

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NOTE: To edit an existing layout, click the Edit button on the Account layout that you want to modify.
 

5. Select the Account Layout of the User Profile that needs to be changed.

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6. Select the category Salesforce 1 & Lightning, then click, hold and drag Call with RingCentral into the Salesforce1 and Lightning Experience section as shown below.

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NOTE: You can re-arrange the buttons in the box under Experience Actions, where the first 4 items are shown in the bottom panel of the Salesforce 1 app. Salesforce 1 displays a total of 5 buttons to show: 4 experience action buttons and Show More button.
 

7. Look for SMS with RingCentral, and then drag it into the Salesforce1 and Lightning Experience section as shown below.

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NOTE: You can re-arrange the buttons in the box under Experience Actions, where the first 4 items are shown in the bottom panel of the Salesforce 1 app. Salesforce 1 displays a total of 5 buttons to show: 4 experience action buttons and Show More button.
 

8. Click Save.

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9. Go to Salesforce1 and check an account’s details.

The Call with RingCentral and SMS with RingCentral buttons will be shown at the bottom.

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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 - 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 - Troubleshooting Guide | Admin

 
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