Can I make calls via the Salesforce mobile app with RingCentral?
This enables you to make calls via the Salesforce Mobile App with RingCentral’s quality phone services. If your Salesforce is already configured for Salesforce Mobile App, then no additional steps are required. Requirements
How do I create reports in the RingCentral for Salesforce dashboard?
The reports in the Dashboard can be accessed from the Reports menu within Salesforce and by clicking on the “Cloud Phone Report” to create customized reports which can be then included in the Dashboard. Figure 38 40 RingCentral for Salesforce |User Guide|Analytics Report
How does RingCentral work when I make a call?
When you make an outgoing call from your specified phone number, RingCentral will first call you at your number. When you answer the call, you will have the option to press 1 before the call is connected to the other party. If this option is not enabled, RingCentral will call your number and the dialed number simultaneously.
Where can I find the RingCentral for Salesforce RELA Ted guide?
All rela ted guides for RingCentral for Salesforce can be accessed from the Salesforce AppExchange . RingCentral for Salesforce version 5.x, 6.0, and later includes Salesforce Mobile App. This enables you to make calls via the Salesforce Mobile App with RingCentral’s quality phone services.
What is call recording delivery?
What is destination in call recording?
What is high quality call recording?
Is call recording protected?
Can you send recordings to multiple destinations?
About this website
Can we record a call on Salesforce?
If you want to record calls, enable call recording in your Amazon Connect instance. For orgs using Voice with Partner Telephony, add this component only if your telephony provider supports call recording. Agents must also have the View Call Recordings permission to listen to call recordings.
Does Salesforce integrate with RingCentral?
RingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. You can now schedule RingCentral Video meetings, in addition to quickly assigning call dispositions, logging calls, taking notes and more, without jumping back and forth between applications.
Where are RingCentral phone recordings stored?
Data are stored within the RingCentral Contact Center Platform - Recordings can be accessed through RingCentral Contact Center Contact Center Platform by going to the Contact History and clicking on the details to open up a window.
Can you record RingCentral calls?
Recordings can be enabled for individual or multiple users and can be downloaded or played back at any time. Recordings can be enabled for inbound calls to departments. Cloud-based call recording is available to RingCentral MVP (Premium or Ultimate) users.
How do I link RingCentral to Salesforce?
Step 1: Install RingCentral for Salesforce. Install the RingCentral for Salesforce package from the AppExchange here. ... Step 2: Configure the Call Center. ... Step 3: Add Users to the Call Center. ... Step 1: Set up a SoftPhone Layout. ... Step 2: Assign the Softphone Layout to Users.
How do I set up RingCentral in Salesforce?
Install RingCentral for Salesforce AppOpen the Salesforce AppExchange page.Click Get It Now.Click Log in to the AppExchange.Log in as an Administrator to Salesforce.com.Click Install in production. ... Click I have read and agree to the terms and conditions, then click Confirm and Install.More items...•
How do I save recordings in RingCentral?
Set the path where to save a recorded RingCentral MeetingIn your Meetings for Desktop, click Settings.Click Recording > Change File Location. ... Specify the location and then click OK.
How do I download a recorded call from RingCentral?
Call recordings can be downloaded from your RingCentral Online account.Log in to your RingCentral Online account.Click Call Log.Click the Play button under the Recording tab to listen to the recorded call.Click the Download button to save the recording. Recordings are in . mp3 format.
How do I get my recordings from RingCentral?
Retrieving a recorded RingCentral Meeting session via the RingCentral online accountLogin to your RingCentral online account.Navigate to More via the top menu bar.Select the Meetings tab, then click My Recordings.Search for the recording you wish to download via date and topic or ID.Click the Download button.
How long are RingCentral recordings stored?
1 yearRingCentral Video recordings are stored for 1 year from the time they are created.
Where are call recordings saved?
Recorded calls are stored on the device and not in the cloud. You can access them via the Phone app; simply tap Recents, and then the name of the caller. From there you can play back the recording, delete it, or share the call via email or messaging apps.
How can I get my call recording?
To find your recording:Open the Phone app .Tap Recents .Tap on the caller you recorded. If you recorded the most recent call: Go to the player in the "Recents" screen. If you recorded a previous call: Tap History. ... Tap Play .Optional: To share a recorded call, tap Share .
Shweta
1. Login to Salesforce and if you are in Salesforce Lightning Experience view, Switch to Salesforce Classic. 2. Click Setup, and then type "layout" on Quick Find/Search. 3. Click Task Page Layouts (Path: Build > Customize > Activities > Task Page Layouts). 4. Drag the Call Recording field on your Task Layout. 5. Click save.
milee mairh
Hey Guys, we have done this but the links are only populating for Admins and not our users. Can you help us here?
On-demand call recording
On-demand call recording allows you to manually record phone calls at any time with the press of a button. A notification will play to callers when the recording starts and when it stops. If you are an admin, you can customize the notification callers hear. Learn how
Automatic call recording
When automatic call recording is turned on, recording will automatically start at the beginning of each call, and stop once the call ends. This feature is off by default and must be turned on by an admin for each user.
What is call recording delivery?
Call recording delivery is a service located under Settings that delivers copies of all your call recordings to the destination of your choice. You can use call recording delivery tasks to specify the types of recordings you’d like to receive, and you can use delivery destinations to configure the locations to which the recordings will be delivered.
What is destination in call recording?
A destination refers to the location in which you’d like to receive your call recordings. You can send your recordings to a Secure File Transfer Protocol (SFTP) server endpoint or your own Amazon S3 bucket (or both!).
What is high quality call recording?
High quality audio call recording. You have the option of enabling high quality audio call recording, which is uncompressed audio. These recordings will consume significantly more space, which is about 3-5 times larger than regular recording, and can have an impact on your monthly charges.
Is call recording protected?
This means your call recordings are protected by a government-recommended, ISO/IEC 18033-3-approved standard. Please note: Call recording retention and delivery is a paid service. For more information, please contact your CSM. The recordings for this feature are different from agent recording.
Can you send recordings to multiple destinations?
Just remember — each task will deliver recordings to one destination per task, so if you want to send the same recordings to multiple settings, just be sure to set up multiple tasks, each with a different destination. Now, each task contains a filter functionality that allows you to choose which recordings you wish to deliver.
What is call recording delivery?
Call recording delivery is a service located under Settings that delivers copies of all your call recordings to the destination of your choice. You can use call recording delivery tasks to specify the types of recordings you’d like to receive, and you can use delivery destinations to configure the locations to which the recordings will be delivered.
What is destination in call recording?
A destination refers to the location in which you’d like to receive your call recordings. You can send your recordings to a Secure File Transfer Protocol (SFTP) server endpoint or your own Amazon S3 bucket (or both!).
What is high quality call recording?
High quality audio call recording. You have the option of enabling high quality audio call recording, which is uncompressed audio. These recordings will consume significantly more space, which is about 3-5 times larger than regular recording, and can have an impact on your monthly charges.
Is call recording protected?
This means your call recordings are protected by a government-recommended, ISO/IEC 18033-3-approved standard. Please note: Call recording retention and delivery is a paid service. For more information, please contact your CSM. The recordings for this feature are different from agent recording.
Can you send recordings to multiple destinations?
Just remember — each task will deliver recordings to one destination per task, so if you want to send the same recordings to multiple settings, just be sure to set up multiple tasks, each with a different destination. Now, each task contains a filter functionality that allows you to choose which recordings you wish to deliver.