Automate Call Logs Using RingCentral for Salesforce

Automate Call Logs Using RingCentral for Salesforce

Hi All,

RingCentral one way solution for calling from Salesforce. This app is available on AppExchange, you just need to install it and make some administrator changes as per their guide also on AppExchange.

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Now in this blog I am going to show you how to log a call with this app and how can we track the call logs in Salesforce.

Please Follow the Below Steps:

      1. For Call Log feature you have to check the “Auto-create call logs” checkbox after login to RingCentral account under settings option then click on save button.
        ringcentral call log
      2. Open an Opportunity Record(or you can open any other sObject also). And click on the phone number.
        RingCentral 1
      3. A pop-up comes from RingCentral OR you can open the RingCentral from Utility Bar.
        RingCentral 2
      4. Now select the same opportunity record in “Related To:” picklist.
        RingCentral 3
      5. Now after call is disconnected, Open RingCentral from Utility Bar and click on “My Calls”.
        RingCentral 4
      6. A report opens showing the Call Log.
        RingCentral 5

For Additional information, user guide, pricing and reviews from actual users on Ring Central you can visit Fit Small Business.
Hurrah!!! You can now able to log a call from Salesforce record and easily gets the call log report too in Salesforce. Happy Salesforce

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