RingCentral for Salesforce
RingCentral for Salesforce
by RingCentral

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

ALSO AVAILABLE FOR

These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.

Frontier + RingCentral
RingCentral for Symphony
RingCentral mit 1&1 Connected Calls
RingCentral mit ecotel
RingCentral mit Telekom
Unify Office by RingCentral

RingCentral app integration for Salesforce

Let RingCentral 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. 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.

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

What's new

  1. Directory Support: Now you can search and select personal contacts in your company directory.
  2. 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 RingCentral calling capabilities like call controls, inbound, and outbound calls without ever navigating away from Salesforce.
  2. RingCentral Video: Now working seamlessly with RingCentral Video. View your video meetings in your Salesforce calendar. Configure your meeting settings within Salesforce.
  3. RingCentral Unified App: Users can now make and receive calls from the RingCentral unified app. No need to download the 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 RingCentral 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 video meetings from within 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

Seamless integration with Salesforce

Integrating your RingCentral 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.

Streamlined business communications

RingCentral for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.

Exceptional customer experiences

Access to key customer information and call history allows agents to deliver a timely and personalized customer experience.

Getting started

The RingCentral for Salesforce integration can be installed from the Salesforce AppExchange into your Salesforce sandbox or production environments. Select from one of the following installation options below to get started. Bear in mind, that installing apps from the AppExchange requires you to have administrative privileges in Salesforce.

  1. Install in Salesforce production
  2. Install in Salesforce sandbox

Requirements

  1. RingCentral for Salesforce is available for RingCentral MVP® 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. RingCentral for Salesforce is compatible with RingCentral Video and RingCentral Meetings
  6. RingCentral for Salesforce is NOT compatible with community licenses. 
  7. High Velocity Sales feature compatibility: ONLY available for Lightning. 

Latest Update: 03/04/2022 (Current Version: 6.18 - Release Notes

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 NotificationsSend notifications to the current user
Send Usage InfoSend usage information to enable reporting