Integrations

Update (8/28/2024): this article still has some relevant information within it. However, a lot has happened in 8 years since this was initially written. If you are developer looking to build a CRM integration that supports call pops, RingCentral has a much better solution to help you build that integration and feature: the Unified CRM extension and framework. Check it out! While developing a CRM Integration to work with RingCentral, developers may want to generate what is known as a "screen pop". A "screen pop" is when the browser containing the CRM integration will either load a particular page of the CRM or open a new window of the browser to a particular page of the CRM.A good example of this is available when you install the RingCentral Salesforce Cloud Phone App into your Salesforce instance and configure it properly. Once a Salesforce user has logged in to the RingCentral integration via their Salesforce instance, have logged into one of their RingCentral soft phones (desktop, mo

Looking for ideas....We has a specific use case that requires both ANI and DNIS to be passed to a Visualforce page on incoming calls and we need to have click to call for efficient outbound calling.The standard salesforce OpenCTI integration only passes ANI as con10. This won't work as we will purposefully have duplicate phone numbers in the system.The desired pop would be htts://xxx.salesforce.com/....apex/somepage?con10=<the ANI value>&someotherparameter=<the DNIS value>The soft phone can pass ANI and DNIS but with click to call being dependent on the open CTI connector this becomes problematic. The soft phone and openCTI sessions "fight" and log the user out.The using the legacy soft phone app with IE and not using the OpenCTI connector was promising until we found the IE10 is not supported.Ideas would be welcome. Seems like a simple thing but simple stuff often isn't.

If I am connecting to the APIs from Salesforce - Do I need to register an app at my developer.ringcentral.com account first?

Description:When making a call from Salesforce, a connection call is required for the user to their desktop app (and/or smart phone app) before a call is placed for Salesforce contactGoal:To place a call directly to contact in Salesforce without having to connect to application via phone callTroubleshooting:Have not been able to troubleshoot- no settings/ config to change this eitherSoftware:7.2.4.15096 (not applicable)

Description:A user has their log in information saved on their computer for Salesforce but is still required to log into RingCentral. Seems like another unnecessary step that could easily be fixed (linked extension to email of Salesforce)Goal:Have users automatically signed into RingCentral when logged in on SalesforceTroubleshooting:No setting changes foundSoftware version:n/a

If you need help configuring the SalesForce app with HTTPS please read this knowledge base article.