To authorize the connector to communicate with Salesforce: Access the Engage Digital app from the Salesforce App Launcher. Select Setup from the top dropdown menu bar in the app. In the Salesforce OAuth2 section, click Authorize.
- Go to Setup, search for Call Centers using Quick Find, then click Call Centers.
- Click Cloud Phone App.
- Click Manage Call Center Users. ...
- Click Add More Users. ...
- Select Filters, then click Find.
- Select a User, then click Add to Call Center.
Is there a RingCentral for Salesforce user guide?
This guide is specifically designed for end users of RingCentral for Salesforce. This guide is not intended for system/network administrators and does not provide any information on how to set up the application on user desktops or how to configure the Sal esforce.com instance to be able to use this application.
How do I download the RingCentral app?
You can download the desired app by clicking on RingCentral Phone or RingCentral App
What is in-app calling in Salesforce?
Now Utilize In-App Calling using WebRTC technology. This allows SALES teams and call-center AGENTS the ability to make inbound and outbound calls directly from Salesforce UI. Work anywhere and have the insights you need when you need it.
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.
How do I enable 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 authorize RingCentral?
Accessing the Authorized Apps ManagerLog in to the RingCentral Online account. Administrators should switch to My Extension after logging in to the Online account.Go to More > Service Console, then click Authorized Apps.Here, you can view the list of Authorized Apps on your extension.
How does RingCentral integrate with Salesforce?
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.
How do I remove RingCentral from Salesforce?
Uninstall the old version of the RingCentral for Salesforce appClick the gear icon. ... Click the Uninstall link on the older version of the app.Read the instructions on provided on the Salesforce page, scroll down, and then select the appropriate option.
How do I get to RingCentral admin portal?
Navigate to the RingCentral homepage by going to ringcentral.com. Alternatively, you can go to the RingCentral sign-in page, https://service.ringcentral.com. Click Login > Admin Portal if you have navigated to the RingCentral homepage. Select your preferred sign-in method from the login page.
How do I log into my RingCentral admin?
Click Sign in. Enter your RingCentral email address or phone number. Click Next. Enter your password and click Sign in.
What is RingCentral IVR?
The meaning of interactive voice response Interactive voice response or IVR refers to business phone system technology that helps callers achieve their objective through an automated voice menu. It uses the caller's phone keypad or voice response to understand what they need and offer viable solutions.
What is Salesforce lightning dialer?
Salesforce Lightning Dialer is an automated Calling Assistant that helps your Sales and Service reps at every step of customer engagement. Lightning Dialer is loaded with a list of leads and contacts that automatically starts dialing once the user clicks the Phone Number.
How does Salesforce integrate with 8x8?
How to launch the 8x8 for Salesforce Communication Panel:Log in to your Salesforce account in Lightning mode.On the home screen, locate 8x8 Phone at the bottom left hand corner.Click on it to launch the Virtual Office for Salesforce Communication Panel.
How do I update my salesforce app?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. ... Click. ... Review the app properties and update them if necessary. ... Click Upgrade.
Setting up page layouts for Engage Digital in Salesforce
Some pre-configured page layouts are provided as samples with the RingCentral Engage SFDC package. You can use these sample page layouts, or create your own page layouts. When you create new objects, those objects will use certain default page layouts. Here are the standard objects with a provided page layout:
Configuring Engage Digital webhooks
You can also register the connector to receive events from Engage Digital, which allows you to import the data from Engage Digital to your Salesforce organization.
Setting a default configuration for record searches in Salesforce
To integrate better with Salesforce, you can configure a default query request which will be used to search for records in Salesforce. This request will translate to real data once in the Salesforce tab in the Engage Digital customer record.
Customer Community
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4 Answers
https://support.ringcentral.com/s/article/10699-ringcentral-salesforce-app-compose-text-messages?language=en_US
