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Configure RingCentral for Salesforce "log a call" from the phone "app"

Tags: salesforce

Mar 25, 2019 at 10:33am • 1 replies • 0 likes

mike-rydell

In Salesforce Lightning I have installed RingCentral - and it is working - however, when I finish a call and want to "Log A Call" from the Utility Bar it is only allowing me to Log it to the Account. How can I create a field so I can relate it to a Case and/or Opportunity?

1 Answer

saadet.swift answered on Mar 27, 2019 at 7:47am

Hey Mike, what version of Salesforce are you on? Classic or Lightning?

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