08/31/18 23:23 PM  

RingCentral for Salesforce App - Access and Configure Options

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SummaryThis article provides information on how to access and configure options in the RingCentral Salesforce app.

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.
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RingCentral for Salesforce App - Access and Configure Options


The Options menu can be accessed by clicking the on gear icon.

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This Setup menu lets you configure the following. Click on links below to learn more:

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

NOTE: Your preferences are cleared when you log out of the RingCentral for Salesforce app but will persist if you log out from the Salesforce instance without logging out from the application.
 
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Outbound Dialling Option

NOTE: Your preferences are cleared when you log out of the RingCentral for Salesforce app but will persist if you log out from the Salesforce instance without logging out from the application. 

• Call with Softphone

Selecting this option opens the RingCentral for Desktop app so you can make a call. If you select this option, make sure that the RingCentral Desktop app is installed, running and logged in using the same login credentials.

• Connect from a different phone

When this option is selected, you will be prompted to enter a phone number. When an outbound call is made, RingCentral will call the phone number you entered before connecting the called party.

• Calling Press 1 to start a call

When you make an outgoing call from your specified phone number, RingCentral will first call you at your number. Checking this option will require you to press 1 before the call is connected to the other party. If this option is not enabled, RingCentral will call your number and the dialed number simultaneously.

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Region

Set the country where you are physically located in. This country code will be used for local dialing. If you select US/CA as your country, you will need to further specify an area code before you could dial a 7-digit local phone number.  

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Logs

There are 2 Logs options that can be enabled to automatically create call and SMS logs. Enable or disable the following settings under the Logs section:

• Auto-create Call Logs

When this option is selected, a call log will automatically be saved to Salesforce.com for any inbound or outbound call. The log will be updated whenever you type notes or change the related objects. If auto-creation of call logs is disabled, the log will be created or updated only when you press the Save Log button. When this option is unchecked, a call log will only be created if you press the Save button in the logging area during or after the call.

• Auto-create SMS Logs

RingCentral automatically creates a call log in the Activity History for SMS conversations when this option is enabled. The messages exchanged with the same contact/lead/opportunity within the same day will be saved within one log. If this option is not selected, an SMS log will only be created when you click Save when viewing the SMS conversation. 

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CTI pop

There are 2 Logs options that can be enabled to configure the RingCentral for Salesforce app's behavior when incoming calls arrive and when ending calls when in Salesforce Lightning view. Enable or disable the following settings under the CTI pop section:

• Auto-pop minimized CTI on incoming calls

The RingCentral for Salesforce app in Lightning view is minimized by default. When this option is selected, the app will automatically appear when an incoming call arrives. 

• Auto-hide CTI when call ends

When this option is selected, the app will automatically close/minimize when a call ends. 

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See Also:


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