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Question

Pushing RC mobile app call/text activity to Salesforce

  • 11 August 2016
  • 4 replies
  • 1015 views

We have staff that ONLY use use the mobile app -- not the Salesforce-integrated softphone. I need to figure out how to push their call and text activity to Salesforce. It was my understanding (from a 9/15/15 blog post) that RC text activity would seamlessly flow into Salesforce. This integration update was to occur Q4 of 2015. However, in a conversation with a Level II tech support rep, that integration never took place. Does anyone have an update on this integration? Or a workaround, if it's not officially going to happen?

If you wanted to build a custom integration which could do this, something like this can be accomplished using our API. Is that what you're asking how to do, or are you asking about a specific feature of the product you expected to be available and is not please?
I was looking for an update to the integrations mentioned here: https://blog.ringcentral.com/2015/09/ringcentral-announces-upgrades-to-integration-with-salesforce-including-sms-features/ I'd really prefer not to have to build a custom integration, if RC and Salesforce are already implementing it. The question is *when*. The RC rep said it was an issue on the Salesforce side. A Salesforce rep said that the RC design team needs to submit an inquiry -- they wouldn't give me access to any Salesforce staff that are involved with the actual integration. Overall, it's been a frustrating "pass the buck" experience. I would simply like a straight answer from either Salesforce or RC, as to when we can expect the integrations mentioned in the 2015 blog.
Thank you for your patience with us, and your tenacity finding the answers you need.

I believe the article you shared is referring to our App Gallery implementation "RingCentral for Salesforce" (https://developers.ringcentral.com/app-gallery.html#/app/salesforce).

I'm going to assign this to Marco to make sure I am not making incorrect assumptions.

Hello Kim,

Sorry for trouble you are having and apologies for not being able to provide you a straight answer so far.


For the question you asked. Here is the AppExchange URL for the RingCentral for Salesforce App. When you install/upgrade you will have SMS feature in the App.


https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5WKqEAN


Please note that your users will have to login to RingCenral App in order to create activities for SMS. RingCentral App for Salesforce does not have voice(phone) so your user should continue to use mobile App for that purpose


Here is more info on how to use the SMS feature


https://support.ringcentral.com/article/9008.html#SendSMS



Please let us know how it goes..

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