08/31/18 23:32 PM  

RingCentral for Salesforce App | Use

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SummaryThis article provides information on how Users can log in to RingCentral for Salesforce, how the App options can be accessed and configured, and how the App works. 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. Related article links are provided to help you learn more about the use of the app.
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Using the RingCentral for Salesforce App

 

NOTE: Salesforce CRM Integration is only available for Office Premium and Ultimate customers. 


IMPORTANT: When you have RingCentral for Salesforce version 5.7 installed, both the RingCentral for Salesforce Classic and Lightning will work in Salesforce. Check Setting up the RingCentral for Salesforce app to learn how you can install the latest version.

Click on links below to learn more:

    Outbound Dialling Option
• Call with Softphone
• Connect from a different phone
• Press 1 to start a call
    Region
    Logs
• Auto-create Call Logs
• Auto-create SMS Logs 
    CTI pop
• Auto-pop minimized CTI on incoming calls
• Auto-hide CTI when call ends
    Typing the number to call using the dial pad 
    Using the click-to-dial feature
    Placing an International Call 
    Related Search 
    Conversation Details
    Contact Details 
    New Message Indicator


More information about the App can be found on the following pages:

RingCentral for Salesforce Admin Guide 
RingCentral for Salesforce User Guide 
RingCentral Guides and Videos  
 



See Also:

RingCentral for Salesforce App | Set up  
RingCentral for Salesforce App | Frequently Asked Questions 
Using the RingCentral Salesforce1 Mobile app 

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