12/06/19 20:21 PM  

Share Objects from Salesforce to the RingCentral App

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SummaryThis article provides information on how to share objects from Salesforce to RingCentral App.
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• In order to share Salesforce objects in the RingCentral App, the RingCentral App’s Salesforce integration must be set up for you by your company. You will 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, etc. When you share an object, it will look like this.

SF link


• Your co-workers will be able to click on the object’s name to see details displayed on 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.

• Your and your co-workers 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:  Your company's 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 will 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. To learn more, see Salesforce Integration Setup.
 

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TitleShare Objects from Salesforce to the RingCentral App
URL Name9785
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