RingCentral App - Salesforce Integration | How to use
If RingCentral App’s Salesforce integration has been set up for you by your company, you will be able to share Salesforce objects. You may get a pop-up message when you try to paste a link from Salesforce to RingCentral App.
When you share a link, your colleagues will have to click through to Salesforce to see any meaningful information about the lead, opportunity, whatever.
When you share an object, it will look like this.
In addition to the link, your colleagues will be able to click on the object’s name to see details displayed in the shelf (right pane).
The information displayed here is pulled in directly from Salesforce. The fields displayed are based on your company’s “compact layout” for the given object type, so you can control what information you see for each object type. The integration even supports custom objects!
NOTE: Your colleagues will have to authenticate with Salesforce the first time they click on a shared object or go to share one themselves. This ensures that information from Salesforce will not be displayed for someone who doesn’t have the appropriate access to the given object.
When you or one of your colleagues is prompted to authenticate with Salesforce, you'll see the standard Salesforce sign-in form.
If you use Single Sign-on (SSO) to access Salesforce in your company, you need to click Use Custom Domain, and then a pop-up window will appear. Enter your company's Salesforce domain in the Custom Domain field and click Continue.
NOTE: The images above only show an example of a company custom domain. Your company custom domain can be anything and maybe like this, companydomain.my.salesforce.com. Contact your company's Salesforce Administrator if you do not know your company domain.
You can post replies to a Salesforce object, search for them, mark them as favorites, etc. You’ll also notice a new Salesforce section added to your shelf so that you can quickly access recently shared Salesforce objects.
If you would like to set up Salesforce integration, click Integrations > Salesforce. See Salesforce Integration Setup to learn more.