08/31/18 23:26 PM  

RingCentral for Salesforce App - View Messages

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SummaryThis article provides information on how to view messages using 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.
Details

 

 

RingCentral for Salesforce App - View Messages


The Messages tab displays all the messages that you have sent or received for the past 7 days. 
Click the link to know more:

Conversation Details
Contact Details
New Message Indicator
 

The Messages tab

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

Conversation Details

Click a message to view the conversation details; click the information button User-added image to view the contact details. You can respond to the message from the same screen — type a message on the space provided, then click Send.
 

User-added image
User-added image

 

Contact Details

Click the information button User-added image to view the contact details.

 Contact's Name and Phone number
Message received/sent date and time

If it is an Unknown Number, you could create a Salesforce object for it, or link it to any existing account/contact/lead/opportunity.

Create New Contact - opens the Salesforce New Contact page with the phone number pre-populated on the phone field.
Create New Lead - opens the Salesforce New Lead page with the phone number pre-populated on the phone field.
Create New Opportunity - opens the Salesforce New Opportunity page with the phone number pre-populated on the phone field.
Link to Contact/Lead/Opportunity - opens the Salesforce Search Results page with the phone number populated as search criterion.
 

User-added image
User-added image

 

New Message Indicator

When you receive a new message, the Messages screen displays an indicator as a number in a red field. The number indicates the total number of messages that are unread.

The image below shows the New Message Indicator in the Classic view.
 

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


 

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 - Receive Incoming Calls
RingCentral for Salesforce App - Compose Text Messages
RingCentral for Salesforce App - View Activity Reports
RingCentral for Salesforce App - Troubleshooting Guide
RingCentral for Salesforce App | Set up

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