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Introduction

About RingCentral for Salesforce

RingCentral for Salesforce provides seamless integration between Salesforce.com and your RingCentral services to enable improved customer retention, greater agent productivity, and advanced business processes.

Requirements

Salesforce Edition:

  • Professional, Enterprise, Unlimited

RingCentral Subscription:

  • MVP Premium and above

Hardware Requirements (for the best Salesforce experience):

  • An Octane 2.0 score of 30,000 or greater
  • Network latency of 150 ms or less
  • Download speed of 3 Mbps or greater
  • At least 8 GB of RAM, with 3 GB available for Salesforce browser tabs

Recommended Operation System and Software Requirements:

  • The latest Windows or Mac OS, 32 or 64-bit
  • Current (-1) version of Chrome, Firefox, Edge (Chromium) or Safari
  • The latest RingCentral application (optional)
  • The latest RingCentral Phone application (optional)

Minimum Operation System and Software Requirements:

  • Windows XP SP2
  • Mac OS X 10.8
  • Chrome 56, Firefox 52, Safari 6.0.5

About this Guide

This guide is specifically designed for end-users of RingCentral for Salesforce. This guide is not intended for system/network administrators and does not provide any information on how to set up the application on user desktops or how to configure the Salesforce.com instance to be able to use this application. This user guide will show you how to use this application and provide known issues/limitations of the application as well as some basic troubleshooting questions and answers.

This User Guide for Salesforce Lightning is specifically for RingCentral for Salesforce version 6.18.x. All previous and related guides for RingCentral for Salesforce can be accessed from the Salesforce AppExchange.

Documentation Sections

  • Initiating RingCentral - Launch and log in to RingCentral for Salesforce
  • Calls - Make and manage calls, call settings, and call logging
  • Messages - Send SMS, manage voicemail, fax, and internal pager
  • Video - Schedule and start RingCentral video meetings
  • Reports and Analytics - View analytics reports and Salesforce dashboards