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Schedule meeting from App

Schedule Video Meeting

Get more details about RingCentral Video on RingCentral Support.

RingCentral for Salesforce provides full RingCentral Video settings.

Click the Schedule Video Meeting button to schedule a RingCentral video meeting to Salesforce.

Scheduled Video Meeting

Video Meeting Created

RingCentral for Salesforce would create a meeting in Salesforce and open it for edit.

Schedule meeting from Global actions

RingCentral for Salesforce provides Global Actions for Scheduling and Starting a RingCentral Video meeting.

The Admin user will need to config the Global Action to the organization.

Global Actions 2

Schedule RingCentral Video meeting

The schedule meeting page will show up. Edit and click Schedule to schedule a meeting.

Schedule Meeting Global Action

Start RingCentral Video meeting

The RingCentral for Salesforce will initiate a RingCentral Video meeting. If for some reason (for example, browser block) the video window is not popping out, users can click the Start meeting button to re-initiate the meeting.

Start Video Meeting