08/31/18 23:24 PM  

RingCentral for Salesforce App - Receive Incoming Calls

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SummaryThis article provides information on how to receive incoming calls. RingCentral for Salesforce sends a notification when you receive an incoming call. Your other phones will also ring, depending on how your RingCentral Phone system is configured.

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 - Receive Incoming Calls


RingCentral for Salesforce sends a notification when you receive an incoming call. Your other phones will also ring, depending on how your RingCentral Phone system is configured. The call timer starts as soon as the call is picked up on your device or desk phone. The layout changes to give you the option to log the call. No notification is displayed on your RingCentral for Salesforce when the call goes directly to voicemail without ringing any of your RingCentral phones.

You have the option to log incoming calls. This does not affect the actions you take on your phone, such as accepting the call, rejecting the call, putting the caller on hold, and hanging up the call, and will not impact your call logging experience in Salesforce.

In order to save the log as a related activity, you need to select the appropriate Salesforce entity and click the Save Log button after finishing the required call log information.
 

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Classic view
User-added image
User-added image

 

Related Search

Whenever there is an incoming call, the application searches Salesforce for matching records. Depending on the settings of your SoftPhone Layout in Salesforce, you will see the results in either the same window or a new window. If there is only one matching record, the detail page of that record will be displayed.

If there are multiple records, you will see the search page listing all of the matching records. These settings can be changed or updated only by your Salesforce Administrator.

 

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 - Place 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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