{"id":48135,"date":"2021-06-22T10:57:41","date_gmt":"2021-06-22T17:57:41","guid":{"rendered":"\/us\/en\/blog\/?p=48135"},"modified":"2024-07-25T22:11:26","modified_gmt":"2024-07-26T05:11:26","slug":"introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone","status":"publish","type":"post","link":"\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/","title":{"rendered":"Introducing the ability to archive RingCentral data into your Salesforce instance via RingClone"},"content":{"rendered":"<p><a href=\"https:\/\/www.ringcentral.com\/apps\/ringclone\"><span style=\"font-weight: 400;\">RingClone<\/span><\/a><span style=\"font-weight: 400;\"> is a powerful compliance tool for RingCentral users, combining quality assurance processing with data archiving and retrieval in an all-in-one, easy-to-use system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\t\t\t<\/p>\n<div class=\"rc-bottom-cta rc-bottom-cta__landscape\" style=\"background-color:#FF8800;flex-direction: row-reverse;\">\n<div class=\"bottom-cta-img\">\n\t\t\t\t\t<img decoding=\"async\" width=\"2000\" height=\"2000\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/ringclone-logo.png\" class=\"responsive-image\" alt=\"Try RingClone ...\" \/>\t\t\t\t<\/div>\n<div class=\"bottom-cta-copy\">\n<div class=\"rc-bottom-cta__text\" style=\"color:ffffff;\">\n<h3\n\t\t\t\t\t\t\t\tclass=\"rc-bottom-cta__title headline-copy\"\n\t\t\t\t\t\t\t\tstyle=\"\"\n\t\t\t\t\t\t>Try RingClone for RingCentral with a free trial.<\/h3>\n<\/p><\/div>\n<div class=\"rc-bottom-cta__btn-wrapper\" style=\"\">\n\t\t\t\t\t\t<a\n\t\t\t\t\t\t\t\tclass=\"btn btn-primary btn-lg rc-bottom-cta__link\"\n\t\t\t\t\t\t\t\ttitle=\"Get started\"\n\t\t\t\t\t\t\t\thref=\"https:\/\/app.ringclone.com\"\n\t\t\t\t\t\t\t\tdata-dl-name=\"Get started\"\n\t\t\t\t\t\t\t\tdata-dl-element=\"button\"\n\t\t\t\t\t\t\t\tdata-dl-additional-info=\"bottom cta banner\"\n\t\t\t\t\t\t\t\tdata-no-auto-dl=\"true\"\n\t\t\t\t\t\t\t\tstyle=\"\"\n\t\t\t\t\t\t\t\tonmouseover=\"\"\n\t\t\t\t\t\t\t\tonmouseout=\"this.style.backgroundColor='';this.style.borderColor='';this.style.color='';\"\n\t\t\t\t\t\t>Get started<\/a>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>\t<\/span><\/p>\n<h2><b>New RingClone Salesforce integration<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In some recent discussions with RingCentral Solution Engineers, we discovered that there was a need to integrate our archival engine into customers\u2019 Salesforce accounts. This new RingClone Salesforce integration solves two problems:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recording links generated by the RingCentral dialer (in Salesforce) expire after 30 to 90 days<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">There is no auto-logging of Salesforce tasks outside the RingCentral dialer<\/span><\/li>\n<\/ol>\n<h3><b>Long-term storage links<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This new integration ties into the archiving engine that already exists in the RingClone framework. A new, long-term storage link is generated and then attached to each corresponding task within Salesforce. This is extremely useful to end users, as they don\u2019t have to navigate to a separate app (outside Salesforce) to listen to call recordings that are in archival storage.<\/span><\/p>\n<h3><b>Auto-logging<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">RingClone also added a highly configurable Salesforce processor that enables end users to \u201cauto-log\u201d calls into their Salesforce account even when they are not using the RingCentral dialer (from soft phones or the RingCentral app). This new engine provides insurance that all calls are being logged into Salesforce properly, and can act as a backup processor to insert data if users forget to log calls manually.<\/span><\/p>\n<h3><b>Easy to set up<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">I want to highlight a very quick example to show how easy this new integration can be to set up. Appending the archival storage link to existing Salesforce tasks is the simplest way to use this new integration. If you are already using the RingCentral dialer in Salesforce and would like to append a long-term storage link for recordings, then this is the solution to follow. To achieve this, you can enable the option for RingClone to isolate each task \u201cby recording id\u201d (generated by the dialer) and then create a new field for the archival link to be stored in:<\/span><\/p>\n<figure id=\"attachment_48136\" aria-describedby=\"caption-attachment-48136\" style=\"width: 930px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-48136 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/salesforce-configuration.png\" alt=\"RingClone Salesforce Integration\" width=\"930\" height=\"590\" \/><figcaption id=\"caption-attachment-48136\" class=\"wp-caption-text\">Long-term storage links in Salesforce<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">After this has been set up, RingClone will start uploading long-term storage links for each corresponding Salesforce task (generated by the RingCentral dialer in Salesforce).<\/span><\/p>\n<h3><b>Highly configurable<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">RingClone\u2019s Salesforce integration is also highly configurable. It can be set up to work stand-alone from the dialer and push calls that are initiated from a soft phone or from the RingCentral app to your Salesforce account directly.<\/span><\/p>\n<h3><b>Smart process<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">And this process is smart. RingClone incorporates a unique algorithm that isolates Salesforce tasks by agent, contact\/lead, and timing of each call. This ensures that tasks are not duplicated, and that data from each call gets appended accurately.<\/span><\/p>\n<h3><b>Custom field mapping<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">In addition, RingClone\u2019s interface allows you to set up custom data mapping attributes to be uploaded to tasks in your Salesforce account. All call attributes are supported, and there are some proprietary ones as well (such as \u201cCall Recording Link\u201d). All possible attributes are listed on the right side in the main Salesforce configuration page. A simple drag-drop mechanism allows you to set up any custom field mapping configuration that fits your business processes.<\/span><\/p>\n<figure id=\"attachment_48138\" aria-describedby=\"caption-attachment-48138\" style=\"width: 930px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-48138 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/custom-source-mapping.png\" alt=\"Custom field mapping\" width=\"930\" height=\"590\" \/><figcaption id=\"caption-attachment-48138\" class=\"wp-caption-text\">Custom field mapping<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">This new integration also supports complex rules for data insertion and manipulation within Salesforce tasks. The \u201cAdvanced\u201d tab in the Salesforce configuration module allows for a direct edit of the rules and mappings. Utilizing this feature allows you to set up conditional rules, voicemail attachments, pilot users, and more.<\/span><\/p>\n<figure id=\"attachment_48140\" aria-describedby=\"caption-attachment-48140\" style=\"width: 1481px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-48140\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/Complex-rules-and-advanced-settings.png\" alt=\"Complex rules and advanced settings\" width=\"1481\" height=\"939\" \/><figcaption id=\"caption-attachment-48140\" class=\"wp-caption-text\">Complex rules and advanced settings<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Because of the high configurability that the RingClone Salesforce integration provides, this solution can fit just about any use case. Whether you want to simply incorporate long-term storage links into your Salesforce account (for call recordings), or if you want to create a backup procedure to add data when users forget, this new integration can prove to be an invaluable solution for these cases and more.<\/span><\/p>\n<h2><b>Try RingClone for free<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">And signing up for RingClone is easy. There is even a free trial. <\/span><a href=\"https:\/\/app.ringclone.com\"><span style=\"font-weight: 400;\">Click here<\/span><\/a><span style=\"font-weight: 400;\"> to get started, or feel free to reach out to us at <a href=\"mailto:support@ringclone.com\">support@ringclone.com<\/a> with any questions you might have.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>RingClone is a powerful compliance tool for RingCentral users, combining quality assurance processing with data archiving and retrieval in an all-in-one, easy-to-use system. New RingClone Salesforce integration In some recent discussions with RingCentral Solution Engineers, we discovered that there was a need to integrate our archival engine into customers\u2019 Salesforce accounts. This new RingClone Salesforce &#8230;<\/p>\n","protected":false},"author":1090,"featured_media":48139,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35385],"tags":[7260,37810,37808],"class_list":["post-48135","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-open-platform","tag-open-platform","tag-ringclone-for-ringcentral","tag-ringclone-salesforce-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Introducing the ability to archive RingCentral data into your Salesforce instance via RingClone | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Discover RingClone, a compliance tool that lets you archive RingCentral data into a Salesforce account. Read on to find out how in a free trial.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing the ability to archive RingCentral data into your Salesforce instance via RingClone\" \/>\n<meta property=\"og:description\" content=\"Discover RingClone, a compliance tool that lets you archive RingCentral data into a Salesforce account. Read on to find out how in a free trial.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\" \/>\n<meta property=\"og:site_name\" content=\"RingCentral Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ringcentral\" \/>\n<meta property=\"article:published_time\" content=\"2021-06-22T17:57:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-26T05:11:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/GettyImages-831901952.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"930\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Matt Spinks\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:site\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Matt Spinks\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/#article\",\"isPartOf\":{\"@id\":\"\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\"},\"author\":{\"name\":\"Matt Spinks\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/bc2146fbd68fcaddd075585bc7f0f017\"},\"headline\":\"Introducing the ability to archive RingCentral data into your Salesforce instance via RingClone\",\"datePublished\":\"2021-06-22T17:57:41+00:00\",\"dateModified\":\"2024-07-26T05:11:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\"},\"wordCount\":746,\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/GettyImages-831901952.jpg\",\"keywords\":[\"open platform\",\"ringclone for ringcentral\",\"ringclone salesforce integration\"],\"articleSection\":[\"Open platform\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/\",\"name\":\"Introducing the ability to archive RingCentral data into your Salesforce instance via RingClone | RingCentral Blog\",\"isPartOf\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/introducing-the-ability-to-archive-ringcentral-data-into-your-salesforce-instance-via-ringclone\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/06\/GettyImages-831901952.jpg\",\"datePublished\":\"2021-06-22T17:57:41+00:00\",\"dateModified\":\"2024-07-26T05:11:26+00:00\",\"description\":\"Discover RingClone, a compliance tool that lets you archive RingCentral data into a Salesforce account. 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