RingCentral Office

RingCentral for Salesforce®

Seamless integration between your RingCentral phone system and Salesforce CRM

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Salesforce Demo

Feature benefits:

Complete cloud-based app

  • Use your browser on any platform (Windows®, Mac®);
    no software installation is needed.
  • Make or receive calls through the RingCentral phone system, directly from your account within Salesforce.

Increase call efficiency

  • With simple click-to-dial from within Salesforce, you can spend more time servicing clients and less time dialing.
  • Save time by eliminating misdials.

Drive organizational collaboration

  • View multiple call records in separate windows.
  • Easily collaborate within Salesforce using call records and RingCentral call management.

Enhance customer interaction

  • Incoming callers are instantly matched to existing contact records, which are automatically displayed.
  • 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?

  • 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.
  • 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?

  • The app runs in your Salesforce account, and uses any RingCentral endpoint (desk phone, mobile app, desktop app, etc.) for dialing and call handling.
  • You can call contacts from within Salesforce by simply clicking on the contact’s phone number.
  • For incoming calls, the app automatically brings up any matching contact record.
  • You can log notes during or after call, and work multiple interactions on separate tabs.
  • Detailed reporting on calls is also available within Salesforce.

What do I need to use the app?

  • You must have Salesforce Professional, Enterprise or Unlimited edition.
  • You need to be running Windows XP or lateror Mac OS X Mountain Lion or later.