03/27/18 16:21 PM  

RingCentral for Salesforce: Upgrading to the Latest Version of the App

« Go Back

Article

 
SummaryHere are the steps to install the latest RingCentral for Salesforce app and migrate the users to the newly installed app version.
Details

Check the version of the RingCentral for Salesforce app

Step 1: 

Check the version of the RingCentral for Salesforce app. 
To do this, click the gear icon User-added image, and then go to Setup > Platform Tools > Apps > Installed Packages on the left menu. You will see the existing RingCentral for Salesforce package.

User-added image

Step 2: 

If the RingCentral's app version shows 4.831 or 5.0, you can proceed to Install the new version of the RingCentral for Salesforce app.
If the RingCentral's app version shows 5.7, Migrate Users to the new version of RingCentral for Salesforce.
 

Install the new version of the RingCentral for Salesforce app

To install the new version of the RingCentral for Salesforce app, follow the steps below:

Step 1:

Step 2:

Click Get It Now.

Click Get it Now.

Step 3:

Click Log in to the AppExchange.

Click Log in to the AppExchange.

Step 4:

Log in as an Administrator to Salesforce.com.

Step 5:

Click Install in production.

User-added image

Step 6:

Right click and open the customization guide in a new tab on your browser.
Review the customization guide to familiarize yourself with the installation and configuration steps for this application.

User-added image

Step 7:

Click I have read and agree to the terms and conditions, then click Confirm and Install.

User-added image

Step 8:

Select Install for All Users, then click Install.
 
NOTE: Selecting this option ensures configuring the call center will go smoothly.

Click Install for All Users, then click Install.

Step 9:

Click Done.
 
After the installation is complete, you need to open the Installed Packages section in the Salesforce Setup screen to migrate users to the new version. For steps, scroll down or go to Migrate Users to the new version of RingCentral for Salesforce.
 

Migrate Users to the new version of RingCentral for Salesforce

To migrate Users to the new version of RingCentral for Saleforce, follow the steps below:

Step 1:

Click the gear icon User-added image, and then go to Setup > Platform Tools > Apps > Installed Packages on the left menu. You will now see 2 RingCentral for Salesforce packages installed.

User-added image

Step 2: 

Under Setup, use Quick find to search for “Call Centers”, and then click on Call Centers on the left menu.

User-added image

Step 3: 

Click on Continue.
 
User-added image

Step 4: 

You will see both versions of RingCentral for Salesforce App. The Created Date will indicate the version.

User-added image

Step 5:

Click on the Cloud Phone App link on the older version.

User-added image

Step 6: 

Click on Manage Call Center Users.

User-added image

Step 7:

To remove the users, you can click the Remove link associated to each user; or tick the Select All box, then click the Remove Users button.

User-added image

Step 8:

On the left menu, click on Call Centers.  

User-added image

Step 9: 

Click on Continue.
 
User-added image

Step 10:

Click on Cloud Phone App associated to the latest package based on the latest created date.

User-added image

Step 11:

Click on Manage Call Center Users.

User-added image

Step 12:

Click on Add More Users. 

User-added image

Step 13: 

Set the search criteria, and then click Find to find users who should be enabled as call center agents. Users already enabled as call center agents are excluded from the search results.

User-added image

Step 14:

Select the users, then click Add to Call Center.

User-added image
 
This completes the migration of users to the latest RingCentral for Salesforce package. The next step is to remove the older version of the RingCentral for Salesforce package. Scroll down to proceed.
 

Uninstall the old version of the RingCentral for Salesforce app

Step 1:

Click the gear icon User-added image, and then go to Setup > Platform Tools > Apps > Installed Packages on the left menu. You will see 2 RingCentral for Salesforce packages installed.

User-added image

Step 2: 

Click the Uninstall link on the older version of the app.

User-added image

Step 3: 

Read the instructions on provided on the Salesforce page, scroll down, and then select the appropriate option.
Tick the box to confirm that you want to uninstall the package, and then click the Uninstall button. 

User-added image
User-added image

See Also
Setting up the RingCentral for Salesforce App 
 
Ranking
Was this information helpful?
Yes
No
Somewhat

Tell us why and what can we do to improve this information