Oracle Sales Cloud Integration provides seamless integration between Oracle Sales Cloud and RingCentral phone system.
To use RingCentral for Oracle Sales Cloud, follow the steps below:
Login to your Oracle Sales Cloud account.
Click on the Navigator Icon.
Once you are on Customers
screen, you will see the Connector
icon with a status of Not Connected
. Click the Connector
After you click on the Connector
icon, it will prompt for credentials. Enter your RingCentral UserID
, leave the Agent Group
, and then click OK
After you are successfully logged in, the App status will display as Available.
You can start using the integrated RingCentral phone system to answer or make calls.NOTE:
After you answer the call on your RingCentral device, the call icon changes and the call timer gets started.
Once you have ended the call, Oracle Sales will provide you an opportunity to document the call and Wrap Up Task
for the call.
After you click on Save and Close
, the call will be added to the Contact's Activites list.