how to use ringcentral with salesforce

How to Use RingCentral With Salesforce

1. Verify Your Plan Supports Integrations. Unfortunately, not all RingCentral or Salesforce plans allow you to integrate the two programs. ...
2. Install the RingCentral for Salesforce App. Once you have accounts with both services, you’re ready to download the integrated app. ...
3. Add Users to Your RingCentral Call Center. ...
4. Set Up Call Dispositions in Salesforce. ...

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Full Answer

How to set up a Salesforce integration?

• On the Manage App page, click 'Edit Policies'
• Navigate to the 'IP Relaxation' dropdown menu
• Select 'Relax IP Restrictions'
• Then click 'Save' at the bottom of the page
• Now, back on the Connected Apps page, click the App name 'Blink'
• On the page that appears, your Consumer Key and Consumer Key will be shown

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How do I configure the RingCentral integration?

To set up and use the RingCentral integration, you will need:

• An active Copper subscription (Professional or Business tier)
• An active RingCentral subscription (Premium or Business tier)
• Chrome web browser
• A strong internet connection

How do I integrate with Salesforce?

• xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
• xxx-yyy-zzzz
• (xxx)yyy-zzzz

How to integrate Salesforce with constant contact?

• Constant Contact for Salesforce Integration Built to Solve Real Business Problems. Who’s tired of manually importing & exporting data? ...
• Overall Benefits. ...
• Technical & Support. ...
• Cost. ...
• Company Information

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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...•

What does RingCentral integrate with?

This article contains the list of applications that RingCentral can be integrated with. The list includes Business, Sales and Support, Cloud and Storage Services applications such as Google, Outlook, Office 365, SalesForce, Oracle, Zendesk, Desk, Zendesk, ServiceNow, Box, Dropbox, and Active Directory.

Is RingCentral a CRM?

The best CRM for small businesses—at every price range | RingCentral.

Is RingCentral web based?

For example, RingCentral Video offers business VoIP as well as web-based video conferencing.

Does RingCentral integrate with Salesforce?

RingCentral for Salesforce provides seamless integration between Salesforce.com and your RingCentral services to enable improved customer retention, greater agent productivity, and advanced business processes.

Does RingCentral have an API?

Create and/or Select an App The RingCentral API Reference allows you to send API requests on behalf of any app you have created. If you have not already created an app, click the button below to create an app with all permission enabled.

What is best CRM for a small business?

HubSpot. HubSpot is hands down the best CRM for small businesses looking for a cost-effective CRM solution when they're getting started. It's a great customer database software for managing new leads. HubSpot is an easy CRM to use and offers a wide range of tools to manage the customer journey.

How many integrations is RingCentral?

Automate your communication workflows with 500+ pre-integrated apps on Zapier. Seamlessly integrate with your preferred cloud storage provider to easily backup your communications data.

What is RingCentral softphone?

The RingCentral softphone (formerly known as the Call Controller) is an application program that enables RingCentral customers to call and fax using their PCs or Mac computers. RingCentral Fax customers will only have access to the softphone's fax functionality.

Is RingCentral owned by Zoom?

The Zoom-RingCentral partnership started in October 2013. It let RingCentral resell Zoom's service in products with the tagline "powered by Zoom." RingCentral launched Video in April 2020 and immediately began offering it or Meetings to new customers. Older customers also had the option of either product.

How is RingCentral different from Zoom?

The fundamental difference between Zoom and RingCentral is that Zoom is a video-first communications platform while RingCentral is a voice-first platform. Zoom's focus on video positions it as a platform for the future of business communications.

How do I use RingCentral?

4:337:27RingCentral App Mobile Basics - YouTubeYouTubeStart of suggested clipEnd of suggested clipCall phone tips tap the filter icon to filter missed calls or unread voicemails tap the info iconMoreCall phone tips tap the filter icon to filter missed calls or unread voicemails tap the info icon next to the time or date of a call or voicemail.

Prerequisites

To successfully set up RingCentral Salesforce Integration you need to meet the following requirements:

Introduction to RingCentral

RingCentral is a trusted communication platform that enables users to connect from anywhere to other worldwide customers. It is a powerful tool used by companies to make telephone calls to their clients.

Introduction to Salesforce

Salesforce is one of the leading CRM solutions on the market with its popularity spurring in recent years. It is a Cloud platform that provides customers with a better experience and robust business apps for communication with other Customers, Prospects, Partners, Sales, and Marketing services around the world.

Importance of RingCentral Salesforce Integration

RingCentral for Salesforce may be used by Sales teams to enhance business, automate complex activities and obtain early call history information for more tailored experiences. RingCentral Salesforce Integration improves the productivity and efficiency of the team.

Steps to Set Up RingCentral Salesforce Integration

Now that you have understood the significance of RingCentral Salesforce Integration, let’s look at the steps to set up this Integration. So, follow the steps below to connect RingCentral with Salesforce:

Key Features of RingCentral Salesforce Integration

Now, that you have understood the steps to set up and configure RingCentral Salesforce Integration, let’s take a look at different features of this Integration.

Benefits of RingCentral Salesforce Integration

The RingCentral Salesforce in-app calling reduces the necessity for switching between Apps, as it integrates the customer phone interactions within your browser. Let’s discuss some of the benefits offered by RingCentral Salesforce Integration.

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.

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:

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.