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Rainbow Office for Salesforce
Rainbow Office for Salesforce
by RingCentral

Empower your Salesforce system with cloud communications capabilities and create a more collaborative CRM experience.

ALSO AVAILABLE FOR

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RingCentral for SalesForce app integration for Rainbow Office

Let Rainbow Office for Salesforce enhance your CRM and Service Management experience by automating workflows, increasing call efficiency and improving the quality of customer interactions. The integration works in both Sales Cloud and Service Cloud. Rainbow Office for Salesforce lets you make and receive calls directly from your Salesforce account. You can now schedule Rainbow Office Video meetings, in addition to quickly assigning call dispositions, logging calls, taking notes and more, without jumping back and forth between applications.

Available for Salesforce Classic or Salesforce Lightning. Applicable for both Sales Cloud and Service Cloud.

What's New:

Rainbow Office Directory Support: Now you can search and select personal contacts in your Rainbow Office company directory.

Custom Objects: Objects matched in the "Related To" field of a call log are no longer limited to Account, Opportunity, or Case. Admins now have the flexibility to create custom objects that are key to their organization's business processes, auditing and/or reporting.

Key features:

  1.  In-App Calling: Now using WebRTC technology, leverage Rainbow Office calling capabilities like call controls, inbound, and outbound calls without ever navigating away from Salesforce.
  2. Rainbow Office Video: Now working seamlessly with Rainbow Office Video. View your Rainbow Office Video meetings in your Salesforce calendar. Configure your meeting settings within Salesforce
  3. Rainbow Office Unified App: Users can now make and receive calls from the Rainbow Office unified app. No need to download the Rainbow Office phone app!
  4. High Velocity Sales (HVS): By powering the telephony side of a sales cadence we allow sales reps to click-to-call right from their work queue and log them with a HVS disposition to move your sales cadence forward. Only available for Salesforce Lightning. 
  5. Performance reporting: View a complete dashboard of your team’s performance. Now you can edit and customize the Rainbow Office Analytics data as a native Salesforce report through our Cloud Phone Report.
  6. Click-to-call: Place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.
  7. Instant screen pop-up: Incoming calls trigger screen pops with 360° view of the caller enabling quality interactions.
  8. Call logs: With advanced features such as offline call logging and multi-call log option, agents can address the most important tasks first.
  9. Schedule meetings: Seamlessly schedule Rainbow Office Video meetings from Salesforce.
  10. Integrates with the Salesforce app: Reach out to customers on the fly by calling or texting right from Account, Contact, or Lead tabs.
  11. Installation Made Easy: Now introducing an install wizard that will take the admin through a series of simple steps to configure the integration in 7 simple steps.
  12. Access from anywhere: Connect on both Windows® and Mac®, using any popular browser.
  13. Work the way you want: Work in Salesforce Classic or Salesforce Lightning UI.

Benefits:

  1. Seamless integration with Salesforce
  2. Integrating your Rainbow Office solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.
  3. Streamlined business communications
  4. Rainbow Office for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.
  5. Exceptional customer experiences
  6. Access to key customer information and call history allows agents to deliver a timely and personalized customer experience.


Original release date: 2014-05-05

Requirements

  1. Rainbow Office for Salesforce is available for Rainbow Office Office® Premium and Ultimate customers.
  2. You must have a Salesforce Professional (PE) or above (EE and UE).
  3. Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
  4. Supported browsers include: Chrome™30 (or later), Firefox® 25 (or later), Safari® 6.0.5 - Safari is supported for Classic view only (or later), and Internet Explorer® 10 (or later).
  5. Rainbow Office for Salesforce is compatible with Rainbow Office Video and Rainbow Office Meetings
  6. Rainbow Office for Salesforce is NOT compatible with community licenses.
  7. High Velocity Sales feature compatibility: ONLY available for Lightning. 
  8. Latest Update: 03/14/2022

Support

platformsupport@ringcentral.com

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
MeetingsCreate, view, update and delete meetings
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
Read Client InfoView client application provisioning information
InteroperabilityFacilitate inter-app authorization and perform other interoperability functions
WebSocketMake API calls via the WebSocket transport
WebSocket SubscriptionsManage and subscribe to websocket notifications
ContactsView, create, update and delete personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info
Telephony SessionsControl advanced telephony session features
Problem Reports ManagementManage Client Problem Reports
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Edit PresenceView and modify user presence status
Send Usage InfoSend usage information to enable reporting