03/25/19 22:43 PM  

RingCentral for Salesforce App - Configure Call Center

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SummaryThis article provides information on how to configure the Call Center. 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.

Users will not have access to RingCentral for Salesforce until the administrator adds them to the Call Center as detailed below.
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RingCentral for Salesforce App - Configure Call Center


NOTE: Users will not have access to RingCentral for Salesforce until the administrator adds them to the Call Center as detailed below.

 

1. Go to Setup > Visualforce Pages, then click the preview icon next to the OpenCTIIndex page.

openctiindex

2. After the page opens in a new tab or window, copy the full URL, ex. : https://rcsfl.na91.visual.force.com/apex/OpenCTIIndex

NOTE: You may see a different URL from the example. The URL is different per Salesforce user organization. 

3. Go to Setup Home > Call Centers. Select the call center Cloud Phone App, then click Edit.

4. Paste the URL from the OpenCTIIndex page to CTI Adapter URL field, then click Save.

NOTE: In case you are not using a custom URL, follow the same steps and make sure the Salesforce POD# in the Call Center URL. “na91” in the example above, matches with the Call Center where Salesforce Org resides. Your Salesforce POD# is specified in the browser address bar after your login to Salesforce.
 

See Also:


RingCentral for Salesforce App | Set up
RingCentral for Salesforce App - Install
RingCentral for Salesforce App - Add Users to Call Center
RingCentral for Salesforce App - Set up Softphone Layout
RingCentral for Salesforce App - Launch in Lightning View
RingCentral for Salesforce App - Set up Preset Call Dispositions
RingCentral for Salesforce App - Share Report Folders with Users
RingCentral for Salesforce App - Access Admin UI 
RingCentral for Salesforce App - Allow Users to access Call Recordings
RingCentral for Salesforce App - Add Call and SMS options
RingCentral for Salesforce App - Troubleshooting Guide | Admin

 
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