Empower your Salesforce system with cloud communications capabilities and create a more collaborative CRM experience.
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.
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.
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.
Access to key customer information and call history allows agents to deliver a timely and personalized customer experience.
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.
Latest Update: 03/04/2022 (Current Version: 6.18 - Release Notes)
When authorized, this app will be granted the following permissions:
|Read Messages||View message store data, including SMS, fax, voicemail, etc.|
|Meetings||Create, view, update and delete meetings|
|VoIP Calling||Register VoIP-enabled devices, and make and receive VoIP calls|
|Read Client Info||View client application provisioning information|
|Interoperability||Facilitate inter-app authorization and perform other interoperability functions|
|WebSocket||Make API calls via the WebSocket transport|
|WebSocket Subscriptions||Manage and subscribe to websocket notifications|
|Contacts||View, create, update and delete personal address book contacts|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Telephony Sessions||Control advanced telephony session features|
|Problem Reports Management||Manage Client Problem Reports|
|Ring Out||Perform two-legged ring out phone calls|
|SMS||Send and receive SMS/MMS messages|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|
|Edit Messages||View and update message store data, including SMS, fax, voicemail, etc.|
|Edit Presence||View and modify user presence status|
|Send Notifications||Send notifications to the current user|
|Send Usage Info||Send usage information to enable reporting|