08/31/18 23:29 PM  

RingCentral for Salesforce App - Prerequisites

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SummaryThis article provides information about the requirements you needed to be able to use the RingCentral Salesforce app on your computer.

The RingCentral for Salesforce App 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 - Prerequisites


Make sure the following items are all set for optimal user experience:
 

1. Updated browser:

Internet Explorer 11 + (Windows 7, 8 or higher)
Microsoft Edge 38+ (Windows 7, 8 or higher)
Firefox 52+ (Windows, Mac)
Chrome 56+ (Windows, Mac)


2. Your browser has its pop-up blocker disabled for the Salesforce.com site.  


3. The latest RingCentral for Salesforce App version installed.

Go to the Salesforce AppExchange page to download the latest version. Check the installation guide for instructions on how to install the app.

NOTE: RingCentral for Salesforce App version 4.3 or higher is needed to be able to use the Business SMS feature.
Both the RingCentral for Salesforce Classic and Lightning work in their Salesforce instance when RingCentral for Salesforce App version 5.0 or higher is installed.


4. You have set the correct number as your RingCentral Direct Number — you will be making and receiving calls from this number through the Salesforce.com interface.

NOTE: To find out what your RingCentral Direct Number is, log in to your RingCentral Online account.
Go to My Settings > Phones and Numbers > Direct Numbers.


5. Login to Salesforce.com through the browser since the App only works while the user is logged in to Salesforce.com. Use your RingCentral Direct Number for the username and your RingCentral password.
 

Log in to RingCentral for Salesforce through Salesforce.com. Use your RingCentral Direct Number for the username and your RingCentral password.

 

See Also:


RingCentral for Salesforce App | Use
RingCentral for Salesforce App - Log in
RingCentral for Salesforce App - Access and Configure Options
RingCentral for Salesforce App - Place Calls
RingCentral for Salesforce App - Receive Incoming Calls
RingCentral for Salesforce App - Compose Text Messages
RingCentral for Salesforce App - View Messages
RingCentral for Salesforce App - View Activity Reports
RingCentral for Salesforce App - Troubleshooting Guide
RingCentral for Salesforce App | Set up

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