08/31/18 23:27 PM  

RingCentral for Salesforce App - View Activity Reports

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SummaryThis article provides information on how to view activity reports 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.
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RingCentral for Salesforce App - View Activity Reports
 

Click My Calls at the bottom of the Dialer tab to view your Call Reports.

Click My SMS at the bottom of the Compose Text and Messages tabs to view SMS Reports.

Clicking these links take you to the Lightning REPORT page as shown in the image below.

Activity Reports - Lightning View

You can set the view of your Reports by using available Options and filters. You can also customize, save, delete, print, export and subscribe to your Reports.

Reports Options - Lightning View


 

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 Messages
RingCentral for Salesforce App - Troubleshooting Guide
RingCentral for Salesforce App | Set up

 
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