08/31/18 23:20 PM  

RingCentral for Salesforce App - Log in

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SummaryThis article provides information on how to log in to the RingCentral for Salesforce App using the computer browser. 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 - Log in


1. Open the Salesforce login URL on your browser.

2. In Salesforce Classic view, click the arrow to open the sidebar. 

User-added image 

In Salesforce Lightning view, click on the RingCentral button. 

User-added image

3. Click on the Sign In button. 

User-added image

4. Provide your RingCentral credentials, and then click Log In

• Country
• RingCentral Direct Number or main company number
• Extension number
• RingCentral account password.

User-added image

5. First time log in: The Setup screen will appear so you can select your preferred settings for the following: 

• Outbound Dialling Option
• Region
• Logs
• CTI pop (Salesforce Lightning view only)

For more information, go to Accessing and Configuring Options.


 

See Also:


RingCentral for Salesforce App | Use
RingCentral for Salesforce App - Prerequisites
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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