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How to use RingCentral for Salesforce
Feature benefits:
Complete cloud-based app
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Use your browser on any platform (Windows®, Mac®); no software installation is needed.
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Make or receive calls through the RingCentral phone system, directly from your account within Salesforce.
Increase call efficiency
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With simple click-to-dial from within Salesforce, you can spend more time servicing clients and less time dialing.
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Save time by eliminating misdials.
Drive organizational collaboration
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View multiple call records in separate windows.
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Easily collaborate within Salesforce using call records and RingCentral call management.
Enhance customer interaction
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Incoming callers are instantly matched to existing contact records, which are automatically displayed.
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Take notes while on a call and they'll be saved automatically.
FAQs
Do I need to install any software to make this app work?
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This app runs entirely in the cloud, therefore no software is required for users. Simply follow the instructions provided in the Administrator Guide to configure the settings in Salesforce.
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You can use the app with any RingCentral endpoint, including a desk phone, the RingCentral Mobile App, or the RingCentral Desktop App. To view the User Guide, click here.
How does the app work?
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The app runs in your Salesforce account, and uses any RingCentral endpoint (desk phone, mobile app, desktop app, etc.) for dialing and call handling.
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You can call contacts from within Salesforce by simply clicking on the contact’s phone number.
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For incoming calls, the app automatically brings up any matching contact record.
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You can log notes during or after call, and work multiple interactions on separate tabs.
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Detailed reporting on calls is also available within Salesforce.
What do I need to use the app?
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You must have Salesforce Professional, Enterprise or Unlimited edition.
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You need to be running Windows XP or later or Mac OS X Mountain Lion or later.
RINGCENTRAL FOR SALESFORCE
USER GUIDE
RINGCENTRAL FOR SALESFORCE
ADMINISTRATOR GUIDE
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