how to install ringcentral for salesforce

Install RingCentral for Salesforce App

1. Open the Salesforce AppExchange page.
2. Click Get It Now.
3. Click Log in to the AppExchange.
4. Log in as an Administrator to Salesforce.com.
5. Click Install in production. Right click and open the customization guide in a new tab on your browser. Review the...
6. Click I have read and agree to the terms and conditions, then...
7. Click Done.

Full Answer

What is RingCentral’s integration with Salesforce?

RingCentral’s was the only solution we found that had a full integration and true partnership with Salesforce. By clicking the button above, you consent to receiving calls and emails from RingCentral. Calls may be connected using automated technology. An advisor will contact you within 24 hours.

How to schedule RingCentral video meetings from Salesforce?

Seamlessly schedule RingCentral Video meetings from Salesforce. Incoming calls trigger screen pops with a 360° view of the caller. Place calls from within Salesforce by clicking on any phone number. View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction.

How do I view incoming calls in Salesforce?

Incoming calls trigger screen pops with a 360° view of the caller. Place calls from within Salesforce by clicking on any phone number. View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction.

What is the best call logging solution for Salesforce?

View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction. Get advanced features like offline call logging and the multi-call log option. RingCentral’s was the only solution we found that had a full integration and true partnership with Salesforce.

How do I get RingCentral in 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.

What is RingCentral for 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.

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 do I connect my dialpad to Salesforce?

Here's how:Navigate to the App Manager.Select each Lighting app you want to enable with Dialpad.Select Edit.Select the Utility Bar > Add > Open CTI Softphone.Rename the Open CTI Softphone as Dialpad.Click Save and Done to complete.

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.

Focus on your most critical tasks with click-to-call, meeting scheduling, and call logging from within Salesforce

Focus on your most critical tasks with click-to-call, meeting scheduling, and call logging from within Salesforce.

Performance reporting

View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction.

Allowing iframe integration

To allow the embedded version of the Engage Digital interface to be used in the Salesforce app, you need to enable iframe integration in the former.

Creating an Engage Digital technical agent

You must create an agent that has permissions on all Engage Digital channels so that the agent’s API token and webhooks dispatch work properly when connecting to Engage Digital through the app.

Granting permissions to the Engage Digital technical agent

To complete the agent configuration, you’ll need to grant the technical agent permissions on all channels.

Creating an API access token for the Engage Digital technical agent

An API access token allows the Salesforce app to communicate with the Engage Digital API.

Configuring multi-region support in your Salesforce connector

A Salesforce connector application must be developed using the App SDK available with Engage Digital. If required by the needs of your contact center, your SFDC App SDK application can support multiple regions. These regions are specified by configuring one or more callback URLs for OAuth authentication.

Installing the Salesforce connector

To see Salesforce case information for a customer in the customer’s profile, you will need to install a Salesforce connector application that was created using the App SDK. Your RingCentral Engage contact can make this application available for you to install within your Engage Digital account.