08/31/18 23:25 PM  

RingCentral for Salesforce App - Compose Text Messages

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SummaryThis article provides information on how to compose text messages in the RingCentral for 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 - Compose Text Messages


Click Compose Text icon in the navigation bar. Select which of your numbers you wish to send the text to. Enter the To phone number and compose the text message. Then click the Send button.

Lightning view
Classic view
User-added image
User-added image

The sent message will be displayed in the conversation area.

Lightning view
Classic view
User-added image
User-added image

NOTE: To save messages as related activities, if you have Auto-create SMS Log turned on, the messages will be logged the moment it Is successfully sent/received. Once you log in the RingCentral for salesforce app, all the history messages will be logged as well. If you wish to create log for a message conversation and the Auto-create SMS Log is turned off, go the message conversation details page and click the Save icon.


 

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