08/31/18 23:23 PM  

RingCentral for Salesforce App - Place Calls

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SummaryThis article provides information on how to place a call using RingCentral for Salesforce in two ways: by using the dial pad, and by using the click-to-dial feature.

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 - Place Calls


Click on links below to learn more:

Typing the number to call using the dial pad
Using the click-to-dial feature 
Placing international calls

 

Typing the number to call using the dial pad

Use the keys on the dial pad or type the number you will be calling on the To: box.

 Salesforce Lightning view

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 Salesforce Classic view

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Using the click-to-dial feature 

The example below shows steps for placing calls with the RingCentral for Salesforce app's Outbound Dialling option set to Call with Softphone. For more information the RingCentral for Salesforce  app's outbound calling behavior, go to Outbound Dialling Option.

1. Click the number of the contact or lead that you want to call. Look under the PHONE column then click the number to call.

 Salesforce Lightning view

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 Salesforce Classic view

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2. In the pop-up window, click Open URL:rcmobile Protocol. You may also opt to select Remember my choice for URL:rcmobile Protocol links to prevent this pop-up from displaying every time you initiate click-to-dial from Salesforce. 

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3. The RingCentral Desktop app will open and automatically dial the number. The RingCentral for Salesforce app will indicate the status of the outbound call and allow you to log the call.
 
 Salesforce Lightning view

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 Salesforce Classic view

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NOTE: If you select to Connect from a different phone, RingCentral will first call you at your specified number and will then connect you to the number that you intended to call. The RingCentral for Salesforce app will start showing a call timer and an area where you can take call notes and log the call as soon as the outbound call is initiated. The Outbound call status will change to Answered once you have picked up the call and you may be prompted to press 1 before the call is connected to the other party depending on your settings. For more information the RingCentral for Salesforce  app's outbound calling behavior, go to Outbound Dialling Option.
 

Placing an International Call

When placing international calls or calls to a destination outside your home country, it is important to make sure that there is a country code on the number to call. If you need to click-to-dial an international number, the country code should be part of the phone number, as shown in the image below.

International call number format

 

 

See Also:


RingCentral for Salesforce App | Use
RingCentral for Salesforce App - Prerequisites
RingCentral for Salesforce App - Log in
RingCentral for Salesforce App - Access and Configure Options
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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